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Disclosery

Portfolio Design Labs, LLC: JPM position timeline

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

Portfolio Design Labs, LLC held 18,613 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,613 shares
    Change vs previous 13F -2,827 shares

    1% of the 13F portfolio, value $6,092,451.

    13F-HR 0002010278-26-000004 filed by Portfolio Design Labs, 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 21,440 shares
    Change vs previous 13F -1,884 shares

    1.12% of the 13F portfolio, value $6,306,904.

    13F-HR 0002010278-26-000003 filed by Portfolio Design Labs, 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 23,324 shares
    Change vs previous 13F +540 shares

    1.24% of the 13F portfolio, value $7,515,521.

    13F-HR 0002010278-26-000002 filed by Portfolio Design Labs, 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 22,784 shares
    Change vs previous 13F -974 shares

    1.23% of the 13F portfolio, value $7,186,758.

    13F-HR 0002010278-25-000007 filed by Portfolio Design Labs, 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 23,758 shares
    Change vs previous 13F +6,387 shares

    1.35% of the 13F portfolio, value $6,887,683.

    13F-HR 0002010278-25-000005 filed by Portfolio Design Labs, 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 17,371 shares
    Change vs previous 13F -5,306 shares

    0.88% of the 13F portfolio, value $4,261,107.

    13F-HR 0002010278-25-000004 filed by Portfolio Design Labs, 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 22,677 shares
    Change vs previous 13F +4,481 shares

    1.12% of the 13F portfolio, value $5,435,905.

    13F-HR 0002010278-25-000002 filed by Portfolio Design Labs, 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 18,196 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,836,810.

    13F-HR 0002010278-24-000006 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

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