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Relyea Zuckerberg Hanson LLC: JPM position timeline

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

Relyea Zuckerberg Hanson LLC held 26,260 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 26,260 shares
    Change vs previous 13F +2,561 shares

    0.72% of the 13F portfolio, value $8,595,707.

    13F-HR/A 0001793691-26-000005 filed by Relyea Zuckerberg Hanson 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 23,699 shares
    Change vs previous 13F -3,863 shares

    0.7% of the 13F portfolio, value $6,971,244.

    13F-HR 0001793691-26-000002 filed by Relyea Zuckerberg Hanson 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 27,562 shares
    Change vs previous 13F -226 shares

    0.9% of the 13F portfolio, value $8,880,941.

    13F-HR 0001793691-26-000001 filed by Relyea Zuckerberg Hanson 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 27,788 shares
    Change vs previous 13F -424 shares

    0.92% of the 13F portfolio, value $8,765,321.

    13F-HR 0001793691-25-000008 filed by Relyea Zuckerberg Hanson 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 28,212 shares
    Change vs previous 13F +5,375 shares

    0.96% of the 13F portfolio, value $8,178,983.

    13F-HR 0001793691-25-000003 filed by Relyea Zuckerberg Hanson 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 22,837 shares
    Change vs previous 13F -84 shares

    0.75% of the 13F portfolio, value $5,601,969.

    13F-HR 0001793691-25-000002 filed by Relyea Zuckerberg Hanson 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 22,921 shares
    Change vs previous 13F +3,104 shares

    0.74% of the 13F portfolio, value $5,494,502.

    13F-HR 0001793691-25-000001 filed by Relyea Zuckerberg Hanson 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 19,817 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,178,544.

    13F-HR 0001793691-24-000005 filed by Relyea Zuckerberg Hanson LLC
    Filed (acceptance time not in the bulk data set), ingested

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