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PENNINGTON PARTNERS & CO., LLC: JPM position timeline

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

PENNINGTON PARTNERS & CO., LLC held 3,724 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,724 shares
    Change vs previous 13F +285 shares

    0.39% of the 13F portfolio, value $1,219,090.

    13F-HR 0001104659-26-096894 filed by PENNINGTON PARTNERS & CO., 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 3,439 shares
    Change vs previous 13F +482 shares

    0.35% of the 13F portfolio, value $1,011,583.

    13F-HR 0001104659-26-061028 filed by PENNINGTON PARTNERS & CO., 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 2,957 shares
    Change vs previous 13F -129 shares

    0.38% of the 13F portfolio, value $952,743.

    13F-HR 0001104659-26-016520 filed by PENNINGTON PARTNERS & CO., 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 3,086 shares
    Change vs previous 13F +38 shares

    0.46% of the 13F portfolio, value $973,296.

    13F-HR 0001420506-25-003347 filed by PENNINGTON PARTNERS & CO., 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 3,048 shares
    Change vs previous 13F -161 shares

    0.47% of the 13F portfolio, value $883,782.

    13F-HR 0001420506-25-001995 filed by PENNINGTON PARTNERS & CO., 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 3,209 shares
    Change vs previous 13F -1,363 shares

    0.45% of the 13F portfolio, value $787,284.

    13F-HR 0001420506-25-001055 filed by PENNINGTON PARTNERS & CO., 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 4,572 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $1,095,840.

    13F-HR 0001420506-25-000619 filed by PENNINGTON PARTNERS & CO., LLC
    Filed (acceptance time not in the bulk data set), ingested

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