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Disclosery

Allied Investment Advisors, LLC: JPM position timeline

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

Allied Investment Advisors, LLC held 70,869 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 70,869 shares
    Change vs previous 13F +213 shares

    2.21% of the 13F portfolio, value $23,445,547.

    13F-HR 0001729869-26-000006 filed by Allied Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 70,656 shares
    Change vs previous 13F +1,139 shares

    2.9% of the 13F portfolio, value $23,128,082.

    13F-HR 0001729869-26-000004 filed by Allied 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 ended2026-03-31
    13F 69,517 shares
    Change vs previous 13F +106 shares

    2.93% of the 13F portfolio, value $20,449,023.

    13F-HR 0001729869-26-000003 filed by Allied 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 ended2025-12-31
    13F 69,411 shares
    Change vs previous 13F -803 shares

    3.46% of the 13F portfolio, value $22,365,472.

    13F-HR 0001729869-26-000001 filed by Allied 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 ended2025-09-30
    13F 70,214 shares
    Change vs previous 13F +796 shares

    3.52% of the 13F portfolio, value $22,147,748.

    13F-HR 0001729869-25-000009 filed by Allied 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 ended2025-06-30
    13F 69,418 shares
    Change vs previous 13F -735 shares

    3.52% of the 13F portfolio, value $20,125,077.

    13F-HR 0001729869-25-000006 filed by Allied 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 ended2025-03-31
    13F 70,153 shares
    Change vs previous 13F +643 shares

    3.26% of the 13F portfolio, value $17,208,589.

    13F-HR 0001729869-25-000004 filed by Allied 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 ended2024-12-31
    13F 69,510 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $16,662,276.

    13F-HR 0001729869-25-000002 filed by Allied Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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