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ADELL HARRIMAN & CARPENTER INC: JPM position timeline

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

ADELL HARRIMAN & CARPENTER INC held 118,553 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,553 shares
    Change vs previous 13F +1,636 shares

    1.99% of the 13F portfolio, value $38,806,179.

    13F-HR 0001134152-26-000008 filed by ADELL HARRIMAN & CARPENTER INC
    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 116,917 shares
    Change vs previous 13F +463 shares

    2.1% of the 13F portfolio, value $34,392,436.

    13F-HR 0001134152-26-000006 filed by ADELL HARRIMAN & CARPENTER INC
    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 116,454 shares
    Change vs previous 13F +2,536 shares

    2.24% of the 13F portfolio, value $37,523,832.

    13F-HR 0001134152-26-000002 filed by ADELL HARRIMAN & CARPENTER INC
    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 113,918 shares
    Change vs previous 13F -1,547 shares

    2.18% of the 13F portfolio, value $35,933,178.

    13F-HR 0001134152-25-000011 filed by ADELL HARRIMAN & CARPENTER INC
    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 115,465 shares
    Change vs previous 13F -1,128 shares

    2.22% of the 13F portfolio, value $33,474,479.

    13F-HR 0001134152-25-000006 filed by ADELL HARRIMAN & CARPENTER INC
    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 116,593 shares
    Change vs previous 13F -499 shares

    2.15% of the 13F portfolio, value $28,600,423.

    13F-HR 0001134152-25-000004 filed by ADELL HARRIMAN & CARPENTER INC
    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 117,092 shares
    Change vs previous 13F +445 shares

    1.95% of the 13F portfolio, value $28,068,316.

    13F-HR 0001134152-25-000002 filed by ADELL HARRIMAN & CARPENTER INC
    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 116,647 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $24,596,387.

    13F-HR 0001134152-24-000010 filed by ADELL HARRIMAN & CARPENTER INC
    Filed (acceptance time not in the bulk data set), ingested

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