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Disclosery

LRI Investments, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LRI Investments, LLC on JPM, newest first. How the timeline and the estimate are built.

LRI Investments, LLC held 37,791 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,791 shares
    Change vs previous 13F +924 shares

    0.39% of the 13F portfolio, value $4,870,404.

    13F-HR 0002023325-26-000003 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 36,867 shares
    Change vs previous 13F -3,198 shares

    0.36% of the 13F portfolio, value $4,107,201.

    13F-HR 0002023325-26-000002 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,065 shares
    Change vs previous 13F +144 shares

    0.45% of the 13F portfolio, value $5,527,379.

    13F-HR 0002023325-26-000001 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 39,921 shares
    Change vs previous 13F -687 shares

    0.44% of the 13F portfolio, value $5,365,973.

    13F-HR 0002023325-25-000006 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 40,608 shares
    Change vs previous 13F +105 shares

    0.44% of the 13F portfolio, value $5,132,713.

    13F-HR 0002023325-25-000003 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 40,503 shares
    Change vs previous 13F +389 shares

    0.42% of the 13F portfolio, value $4,320,675.

    13F-HR 0002023325-25-000002 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 40,114 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $4,129,520.

    13F-HR 0002056315-25-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,114 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,166,524.

    13F-HR 0002023325-24-000004 filed by LRI Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).