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Disclosery

Torray Investment Partners LLC: JPM position timeline

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

Torray Investment Partners LLC held 2,959 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,959 shares
    Change vs previous 13F -35,900 shares

    0.13% of the 13F portfolio, value $968,569.

    13F-HR 0001193125-26-326274 filed by Torray 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 38,859 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $11,430,763.

    13F-HR 0001193125-26-200972 filed by Torray 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 38,859 shares
    Change vs previous 13F 0 shares

    1.79% of the 13F portfolio, value $12,521,147.

    13F-HR 0001193125-26-027064 filed by Torray 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 38,859 shares
    Change vs previous 13F -14,545 shares

    1.66% of the 13F portfolio, value $12,257,294.

    13F-HR 0001193125-25-246260 filed by Torray 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 53,404 shares
    Change vs previous 13F -8,693 shares

    2.25% of the 13F portfolio, value $15,482,354.

    13F-HR 0000950123-25-006998 filed by Torray 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 62,097 shares
    Change vs previous 13F -16,996 shares

    2.27% of the 13F portfolio, value $15,232,394.

    13F-HR 0000950123-25-004292 filed by Torray 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 79,093 shares
    Change vs previous 13F -8,126 shares

    2.72% of the 13F portfolio, value $18,959,383.

    13F-HR 0000950123-25-001012 filed by Torray Investment Partners 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 87,219 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $18,390,998.

    13F-HR 0000950123-24-010363 filed by Torray Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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