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Disclosery

Allegheny Financial Group: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allegheny Financial Group on JPM, newest first. How the timeline and the estimate are built.

Allegheny Financial Group held 10,284 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,284 shares
    Change vs previous 13F +282 shares

    0.36% of the 13F portfolio, value $3,366,469.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    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 10,002 shares
    Change vs previous 13F +16 shares

    0.4% of the 13F portfolio, value $2,942,284.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    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 9,986 shares
    Change vs previous 13F +48 shares

    0.48% of the 13F portfolio, value $3,217,993.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    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 9,938 shares
    Change vs previous 13F +24 shares

    0.59% of the 13F portfolio, value $3,134,779.

    13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
    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 9,914 shares
    Change vs previous 13F +131 shares

    0.64% of the 13F portfolio, value $2,874,225.

    13F-HR 0001085146-25-005018 filed by Allegheny Financial Group
    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 9,783 shares
    Change vs previous 13F +1,443 shares

    0.62% of the 13F portfolio, value $2,399,958.

    13F-HR 0001085146-25-003057 filed by Allegheny Financial Group
    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 8,340 shares
    Change vs previous 13F -233 shares

    0.51% of the 13F portfolio, value $1,999,361.

    13F-HR 0001085146-25-001470 filed by Allegheny Financial Group
    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 8,573 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $1,807,795.

    13F-HR 0001172661-24-005142 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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