CATHY PARETO & ASSOCIATES, INC: JPM position timeline

CATHY PARETO & ASSOCIATES, INC held 1,290 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,290 shares

   Change vs previous 13F +6 shares

   0.25% of the 13F portfolio, value $422,701.

   13F-HR 0002045974-26-000003 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,284 shares

   Change vs previous 13F +6 shares

   0.25% of the 13F portfolio, value $376,815.

   13F-HR 0002045974-26-000002 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,278 shares

   Change vs previous 13F -3 shares

   0.29% of the 13F portfolio, value $412,006.

   13F-HR 0002045974-26-000001 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,281 shares

   Change vs previous 13F +25 shares

   0.3% of the 13F portfolio, value $404,256.

   13F-HR 0002045974-25-000002 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2025-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,256 shares

   Change vs previous 13F -202 shares

   0.3% of the 13F portfolio, value $364,054.

   13F-HR 0001085146-25-003778 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,458 shares

   Change vs previous 13F -8 shares

   0.32% of the 13F portfolio, value $357,652.

   13F-HR 0001085146-25-002000 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,466 shares

   Change vs previous 13F not available

   0.32% of the 13F portfolio, value $351,408.

   13F-HR 0001085146-25-000400 filed by CATHY PARETO & ASSOCIATES, INC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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