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D'Orazio & Associates, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D'Orazio & Associates, Inc. on JPM, newest first. How the timeline and the estimate are built.

D'Orazio & Associates, Inc. held 6,303 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,303 shares
    Change vs previous 13F +20 shares

    0.24% of the 13F portfolio, value $2,063,228.

    13F-HR 0001646821-26-000005 filed by D'Orazio & 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 6,283 shares
    Change vs previous 13F -71 shares

    0.24% of the 13F portfolio, value $1,848,247.

    13F-HR 0001646821-26-000002 filed by D'Orazio & 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 6,354 shares
    Change vs previous 13F +102 shares

    0.26% of the 13F portfolio, value $2,047,380.

    13F-HR 0001646821-26-000001 filed by D'Orazio & 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 6,252 shares
    Change vs previous 13F +105 shares

    0.26% of the 13F portfolio, value $1,972,016.

    13F-HR 0001646821-25-000003 filed by D'Orazio & 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 6,147 shares
    Change vs previous 13F -156 shares

    0.25% of the 13F portfolio, value $1,781,987.

    13F-HR 0001085146-25-004705 filed by D'Orazio & 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 6,303 shares
    Change vs previous 13F +303 shares

    0.24% of the 13F portfolio, value $1,546,007.

    13F-HR 0001085146-25-002170 filed by D'Orazio & 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 6,000 shares
    Change vs previous 13F +103 shares

    0.21% of the 13F portfolio, value $1,438,350.

    13F-HR 0001085146-25-000519 filed by D'Orazio & 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 5,897 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,243,485.

    13F-HR 0001085146-24-005372 filed by D'Orazio & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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