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Disclosery

ORG Partners LLC: JPM position timeline

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

ORG Partners LLC held 4,117 JPM shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 4,117 shares
    Change vs previous 13F +499 shares

    0.23% of the 13F portfolio, value $1,326,870.

    13F-HR 0001979372-26-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 3,618 shares
    Change vs previous 13F +138 shares

    0.21% of the 13F portfolio, value $1,141,498.

    13F-HR 0001979372-25-000008 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 3,480 shares
    Change vs previous 13F -45 shares

    0.22% of the 13F portfolio, value $1,010,835.

    13F-HR 0001979372-25-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 3,525 shares
    Change vs previous 13F -10,251 shares

    0.21% of the 13F portfolio, value $859,076.

    13F-HR 0002032602-25-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 13,776 shares
    Change vs previous 13F +1,929 shares

    0.45% of the 13F portfolio, value $3,309,491.

    13F-HR 0001979372-25-000001 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 11,847 shares
    Change vs previous 13F -2,051 shares

    0.4% of the 13F portfolio, value $2,500,152.

    13F-HR 0001979372-24-000004 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 13,898 shares
    Change vs previous 13F +12,680 shares

    0.36% of the 13F portfolio, value $2,857,975.

    13F-HR 0001979372-24-000003 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 1,218 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $242,539.

    13F-HR 0001979372-24-000002 filed by ORG Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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