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Aull & Monroe Investment Management Corp: JPM position timeline

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

Aull & Monroe Investment Management Corp held 14,276 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,276 shares
    Change vs previous 13F +25 shares

    1.95% of the 13F portfolio, value $4,672,963.

    13F-HR 0001387615-26-000003 filed by Aull & Monroe Investment Management Corp
    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 14,251 shares
    Change vs previous 13F +25 shares

    1.95% of the 13F portfolio, value $4,192,074.

    13F-HR 0001387615-26-000002 filed by Aull & Monroe Investment Management Corp
    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 14,226 shares
    Change vs previous 13F +175 shares

    2.3% of the 13F portfolio, value $4,583,902.

    13F-HR 0001387615-26-000001 filed by Aull & Monroe Investment Management Corp
    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 14,051 shares
    Change vs previous 13F +879 shares

    2.26% of the 13F portfolio, value $4,432,107.

    13F-HR 0001387615-25-000003 filed by Aull & Monroe Investment Management Corp
    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 13,172 shares
    Change vs previous 13F -1,447 shares

    2.05% of the 13F portfolio, value $3,818,695.

    13F-HR 0001085146-25-004266 filed by Aull & Monroe Investment Management Corp
    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 14,619 shares
    Change vs previous 13F -100 shares

    1.78% of the 13F portfolio, value $3,586,041.

    13F-HR 0001085146-25-003121 filed by Aull & Monroe Investment Management Corp
    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 14,719 shares
    Change vs previous 13F -575 shares

    1.8% of the 13F portfolio, value $3,528,291.

    13F-HR 0001085146-25-000875 filed by Aull & Monroe Investment Management Corp
    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 15,294 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $3,224,893.

    13F-HR 0001085146-24-005288 filed by Aull & Monroe Investment Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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