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AIMZ Investment Advisors, LLC: JPM position timeline

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

AIMZ Investment Advisors, LLC held 3,143 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,143 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,028,908.

    13F-HR 0001630365-26-000007 filed by AIMZ Investment Advisors, 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 3,143 shares
    Change vs previous 13F -50 shares

    0.29% of the 13F portfolio, value $924,644.

    13F-HR 0001630365-26-000005 filed by AIMZ Investment Advisors, 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 3,193 shares
    Change vs previous 13F +300 shares

    0.29% of the 13F portfolio, value $1,028,957.

    13F-HR 0001630365-26-000002 filed by AIMZ Investment Advisors, 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 2,893 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $912,645.

    13F-HR 0001630365-25-000011 filed by AIMZ Investment Advisors, 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 2,893 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $838,807.

    13F-HR 0001630365-25-000009 filed by AIMZ Investment Advisors, 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 2,893 shares
    Change vs previous 13F +89 shares

    0.25% of the 13F portfolio, value $709,736.

    13F-HR 0001630365-25-000005 filed by AIMZ Investment Advisors, 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 2,804 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $672,147.

    13F-HR 0001630365-25-000002 filed by AIMZ Investment Advisors, 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 2,804 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $591,251.

    13F-HR 0001630365-24-000009 filed by AIMZ Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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