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Tandem Investment Partners LLC: JPM position timeline

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

Tandem Investment Partners LLC held 6,095 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,095 shares
    Change vs previous 13F -320 shares

    1.54% of the 13F portfolio, value $1,995,076.

    13F-HR 0001172661-26-002827 filed by Tandem Investment Partners 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 6,415 shares
    Change vs previous 13F -130 shares

    1.6% of the 13F portfolio, value $1,887,036.

    13F-HR 0001172661-26-001751 filed by Tandem Investment Partners 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 6,545 shares
    Change vs previous 13F -1,161 shares

    1.78% of the 13F portfolio, value $2,108,930.

    13F-HR 0001172661-26-000247 filed by Tandem Investment Partners 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 7,706 shares
    Change vs previous 13F -130 shares

    2% of the 13F portfolio, value $2,430,704.

    13F-HR 0001172661-25-004420 filed by Tandem Investment Partners 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 7,836 shares
    Change vs previous 13F +761 shares

    1.98% of the 13F portfolio, value $2,271,735.

    13F-HR 0001172661-25-002664 filed by Tandem Investment Partners 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 7,075 shares
    Change vs previous 13F -206 shares

    1.71% of the 13F portfolio, value $1,735,498.

    13F-HR 0001172661-25-001623 filed by Tandem Investment Partners 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 7,281 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $1,745,329.

    13F-HR 0001172661-25-000731 filed by Tandem Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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