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Sloy Dahl & Holst, LLC: JPM position timeline

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

Sloy Dahl & Holst, LLC held 2,512 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,512 shares
    Change vs previous 13F -35 shares

    0.1% of the 13F portfolio, value $822,253.

    13F-HR 0001172661-26-003355 filed by Sloy Dahl & Holst, 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 2,547 shares
    Change vs previous 13F +18 shares

    0.1% of the 13F portfolio, value $749,226.

    13F-HR 0001172661-26-001837 filed by Sloy Dahl & Holst, 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 2,529 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $814,895.

    13F-HR 0001172661-26-000460 filed by Sloy Dahl & Holst, 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 2,529 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $797,723.

    13F-HR 0001172661-25-004280 filed by Sloy Dahl & Holst, 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 2,564 shares
    Change vs previous 13F -55 shares

    0.1% of the 13F portfolio, value $743,330.

    13F-HR 0001172661-25-002811 filed by Sloy Dahl & Holst, 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 2,619 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $642,441.

    13F-HR 0001172661-25-001648 filed by Sloy Dahl & Holst, 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 2,619 shares
    Change vs previous 13F +20 shares

    0.08% of the 13F portfolio, value $627,801.

    13F-HR 0001172661-25-000355 filed by Sloy Dahl & Holst, 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 2,599 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $548,026.

    13F-HR 0001172661-24-004297 filed by Sloy Dahl & Holst, LLC
    Filed (acceptance time not in the bulk data set), ingested

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