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Alley Investment Management Company, LLC: JPM position timeline

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

Alley Investment Management Company, LLC held 107,291 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,291 shares
    Change vs previous 13F -2,462 shares

    4.1% of the 13F portfolio, value $35,119,563.

    13F-HR 0001917618-26-000003 filed by Alley Investment Management Company, 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 109,753 shares
    Change vs previous 13F -8,217 shares

    3.93% of the 13F portfolio, value $32,284,942.

    13F-HR 0001917618-26-000002 filed by Alley Investment Management Company, 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 117,970 shares
    Change vs previous 13F -1,108 shares

    4.45% of the 13F portfolio, value $38,012,293.

    13F-HR 0001917618-26-000001 filed by Alley Investment Management Company, 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 119,078 shares
    Change vs previous 13F -9,492 shares

    4.36% of the 13F portfolio, value $37,560,774.

    13F-HR 0001917618-25-000007 filed by Alley Investment Management Company, 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 128,570 shares
    Change vs previous 13F -940 shares

    4.51% of the 13F portfolio, value $37,273,729.

    13F-HR 0001917618-25-000003 filed by Alley Investment Management Company, 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 129,510 shares
    Change vs previous 13F +264 shares

    3.99% of the 13F portfolio, value $31,768,803.

    13F-HR 0001917618-25-000002 filed by Alley Investment Management Company, 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 129,246 shares
    Change vs previous 13F +1,290 shares

    3.92% of the 13F portfolio, value $30,981,559.

    13F-HR 0001917618-25-000001 filed by Alley Investment Management Company, 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 127,956 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $26,980,802.

    13F-HR 0001917618-24-000006 filed by Alley Investment Management Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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