Skip to content
Disclosery

Asset Dedication, LLC: JPM position timeline

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

Asset Dedication, LLC held 26,184 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,184 shares
    Change vs previous 13F -677 shares

    0.54% of the 13F portfolio, value $8,570,898.

    13F-HR 0001475896-26-000003 filed by Asset Dedication, 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 26,861 shares
    Change vs previous 13F -3,883 shares

    0.55% of the 13F portfolio, value $7,901,449.

    13F-HR 0001475896-26-000002 filed by Asset Dedication, 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 30,744 shares
    Change vs previous 13F -897 shares

    0.65% of the 13F portfolio, value $9,906,263.

    13F-HR 0001475896-26-000001 filed by Asset Dedication, 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 31,641 shares
    Change vs previous 13F -2,989 shares

    0.67% of the 13F portfolio, value $9,980,385.

    13F-HR 0001475896-25-000006 filed by Asset Dedication, 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 34,630 shares
    Change vs previous 13F +1,517 shares

    0.73% of the 13F portfolio, value $10,039,522.

    13F-HR 0001475896-25-000005 filed by Asset Dedication, 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 33,113 shares
    Change vs previous 13F -7,359 shares

    0.66% of the 13F portfolio, value $8,122,701.

    13F-HR 0001475896-25-000002 filed by Asset Dedication, 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 40,472 shares
    Change vs previous 13F -7,975 shares

    0.76% of the 13F portfolio, value $9,701,609.

    13F-HR 0001475896-25-000001 filed by Asset Dedication, 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 48,447 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $10,215,531.

    13F-HR 0001475896-24-000005 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

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