Allen Mooney & Barnes Investment Advisors LLC: JPM position timeline

Allen Mooney & Barnes Investment Advisors LLC held 57,959 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 57,959 shares

   Change vs previous 13F +279 shares

   2.85% of the 13F portfolio, value $19,174,549.

   13F-HR 0001213900-26-107847 filed by Allen Mooney & Barnes Investment Advisors LLC
   Accepted 2026-10-08 16:43:26 UTC, ingested 2026-10-08 16:44:52 UTC

2. period ended2026-06-30

   13F 57,680 shares

   Change vs previous 13F -2,633 shares

   2.87% of the 13F portfolio, value $18,880,548.

   13F-HR 0001213900-26-077422 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 60,313 shares

   Change vs previous 13F +737 shares

   2.55% of the 13F portfolio, value $17,741,530.

   13F-HR 0001213900-26-042959 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 59,576 shares

   Change vs previous 13F +337 shares

   2.89% of the 13F portfolio, value $19,196,714.

   13F-HR 0001213900-26-005812 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 59,239 shares

   Change vs previous 13F -20,213 shares

   2.91% of the 13F portfolio, value $18,685,714.

   13F-HR 0001213900-25-099029 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 79,452 shares

   Change vs previous 13F +731 shares

   3.78% of the 13F portfolio, value $23,033,812.

   13F-HR 0001213900-25-061990 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 78,721 shares

   Change vs previous 13F -2,219 shares

   3.14% of the 13F portfolio, value $19,310,288.

   13F-HR 0001213900-25-032270 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 80,940 shares

   Change vs previous 13F not available

   3.27% of the 13F portfolio, value $19,402,160.

   13F-HR 0001213900-25-003175 filed by Allen Mooney & Barnes Investment Advisors LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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