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Disclosery

Athena Investment Management: JPM position timeline

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

Athena Investment Management held 18,980 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,980 shares
    Change vs previous 13F -5,294 shares

    3.68% of the 13F portfolio, value $6,212,723.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 24,274 shares
    Change vs previous 13F -4 shares

    3.7% of the 13F portfolio, value $7,140,440.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 24,278 shares
    Change vs previous 13F -188 shares

    4.01% of the 13F portfolio, value $7,822,857.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 24,466 shares
    Change vs previous 13F -459 shares

    4.02% of the 13F portfolio, value $7,717,310.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 24,925 shares
    Change vs previous 13F -266 shares

    4.04% of the 13F portfolio, value $7,226,007.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 25,191 shares
    Change vs previous 13F -1,258 shares

    3.74% of the 13F portfolio, value $6,179,352.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 26,449 shares
    Change vs previous 13F -363 shares

    3.67% of the 13F portfolio, value $6,340,090.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 26,812 shares
    Change vs previous 13F not available

    3.22% of the 13F portfolio, value $5,653,578.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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