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Disclosery

Syverson Strege & Co: JPM position timeline

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

Syverson Strege & Co held 5,331 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,331 shares
    Change vs previous 13F -57 shares

    0.38% of the 13F portfolio, value $1,744,996.

    13F-HR 0001682057-26-000003 filed by Syverson Strege & Co
    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 5,388 shares
    Change vs previous 13F -24 shares

    0.38% of the 13F portfolio, value $1,584,831.

    13F-HR 0001682057-26-000002 filed by Syverson Strege & Co
    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 5,412 shares
    Change vs previous 13F -138 shares

    0.41% of the 13F portfolio, value $1,743,921.

    13F-HR 0001682057-26-000001 filed by Syverson Strege & Co
    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 5,550 shares
    Change vs previous 13F -751 shares

    0.42% of the 13F portfolio, value $1,750,701.

    13F-HR 0001682057-25-000007 filed by Syverson Strege & Co
    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 6,301 shares
    Change vs previous 13F +4,286 shares

    0.43% of the 13F portfolio, value $1,826,728.

    13F-HR 0001682057-25-000004 filed by Syverson Strege & Co
    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 2,015 shares
    Change vs previous 13F +59 shares

    0.16% of the 13F portfolio, value $494,362.

    13F-HR 0001682057-25-000003 filed by Syverson Strege & Co
    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 1,956 shares
    Change vs previous 13F +555 shares

    0.16% of the 13F portfolio, value $468,953.

    13F-HR 0001682057-25-000001 filed by Syverson Strege & Co
    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 1,401 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $295,486.

    13F-HR 0001682057-24-000008 filed by Syverson Strege & Co
    Filed (acceptance time not in the bulk data set), ingested

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