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Disclosery

BROOKS, MOORE & ASSOCIATES, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BROOKS, MOORE & ASSOCIATES, INC. on JPM, newest first. How the timeline and the estimate are built.

BROOKS, MOORE & ASSOCIATES, INC. held 28,264 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,264 shares
    Change vs previous 13F +1,400 shares

    4.15% of the 13F portfolio, value $9,251,655.

    13F-HR 0001767040-26-000003 filed by BROOKS, MOORE & ASSOCIATES, INC.
    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 26,864 shares
    Change vs previous 13F -1,364 shares

    3.96% of the 13F portfolio, value $7,902,314.

    13F-HR 0001767040-26-000002 filed by BROOKS, MOORE & ASSOCIATES, INC.
    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 28,228 shares
    Change vs previous 13F +10 shares

    4.47% of the 13F portfolio, value $9,095,626.

    13F-HR 0001767040-26-000001 filed by BROOKS, MOORE & ASSOCIATES, INC.
    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 28,218 shares
    Change vs previous 13F -1,816 shares

    4.51% of the 13F portfolio, value $8,900,804.

    13F-HR 0001767040-25-000005 filed by BROOKS, MOORE & ASSOCIATES, INC.
    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 30,034 shares
    Change vs previous 13F +132 shares

    4.8% of the 13F portfolio, value $8,897,297.

    13F-HR 0001767040-25-000003 filed by BROOKS, MOORE & ASSOCIATES, INC.
    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 29,902 shares
    Change vs previous 13F -101 shares

    4.14% of the 13F portfolio, value $7,335,187.

    13F-HR 0001767040-25-000002 filed by BROOKS, MOORE & ASSOCIATES, INC.
    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 30,003 shares
    Change vs previous 13F -1,342 shares

    4.25% of the 13F portfolio, value $7,192,019.

    13F-HR 0001767040-25-000001 filed by BROOKS, MOORE & ASSOCIATES, INC.
    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 31,345 shares
    Change vs previous 13F not available

    3.9% of the 13F portfolio, value $6,609,407.

    13F-HR 0001767040-24-000004 filed by BROOKS, MOORE & ASSOCIATES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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