Skip to content
Disclosery

SWEENEY & MICHEL, LLC: JPM position timeline

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

SWEENEY & MICHEL, LLC held 15,286 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 15,286 shares
    Change vs previous 13F -1,850 shares

    1.44% of the 13F portfolio, value $5,464,971.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, 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 17,136 shares
    Change vs previous 13F +9 shares

    1.58% of the 13F portfolio, value $5,375,135.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, 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 17,127 shares
    Change vs previous 13F -752 shares

    1.57% of the 13F portfolio, value $5,323,528.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, 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 17,879 shares
    Change vs previous 13F -171 shares

    1.81% of the 13F portfolio, value $5,379,663.

    13F-HR 0001754960-25-000788 filed by SWEENEY & MICHEL, 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 18,050 shares
    Change vs previous 13F -186 shares

    1.84% of the 13F portfolio, value $5,177,862.

    13F-HR 0001979556-25-000002 filed by SWEENEY & MICHEL, 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 18,236 shares
    Change vs previous 13F -1,574 shares

    1.73% of the 13F portfolio, value $3,954,850.

    13F-HR 0001979556-25-000001 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 19,810 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $4,464,647.

    13F-HR 0001979556-24-000003 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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