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LVM CAPITAL MANAGEMENT LTD/MI: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LVM CAPITAL MANAGEMENT LTD/MI on JPM, newest first. How the timeline and the estimate are built.

LVM CAPITAL MANAGEMENT LTD/MI held 57,953 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,953 shares
    Change vs previous 13F +80 shares

    1.59% of the 13F portfolio, value $18,970,000.

    13F-HR 0001053054-26-000003 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 57,873 shares
    Change vs previous 13F +1,937 shares

    1.61% of the 13F portfolio, value $17,024,000.

    13F-HR 0001053054-26-000002 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 55,936 shares
    Change vs previous 13F +182 shares

    1.67% of the 13F portfolio, value $18,024,000.

    13F-HR 0001053054-26-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 55,754 shares
    Change vs previous 13F +398 shares

    1.69% of the 13F portfolio, value $17,586,000.

    13F-HR 0001053054-25-000010 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 55,356 shares
    Change vs previous 13F +2,003 shares

    1.66% of the 13F portfolio, value $16,048,000.

    13F-HR 0001053054-25-000005 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 53,353 shares
    Change vs previous 13F +40,769 shares

    1.46% of the 13F portfolio, value $13,087,000.

    13F-HR 0001053054-25-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 12,584 shares
    Change vs previous 13F +24 shares

    0.32% of the 13F portfolio, value $3,016,000.

    13F-HR 0001053054-25-000001 filed by LVM CAPITAL MANAGEMENT LTD/MI
    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 12,560 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,540,000.

    13F-HR 0001053054-24-000004 filed by LVM CAPITAL MANAGEMENT LTD/MI
    Filed (acceptance time not in the bulk data set), ingested

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