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Disclosery

ELLERSON GROUP INC /ADV: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ELLERSON GROUP INC /ADV on JPM, newest first. How the timeline and the estimate are built.

ELLERSON GROUP INC /ADV held 12,309 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,309 shares
    Change vs previous 13F 0 shares

    2.38% of the 13F portfolio, value $4,029,105.

    13F-HR 0000935570-26-000003 filed by ELLERSON GROUP INC /ADV
    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 12,309 shares
    Change vs previous 13F +114 shares

    2.37% of the 13F portfolio, value $3,620,815.

    13F-HR 0000935570-26-000002 filed by ELLERSON GROUP INC /ADV
    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 12,195 shares
    Change vs previous 13F 0 shares

    2.66% of the 13F portfolio, value $3,929,473.

    13F-HR 0000935570-26-000001 filed by ELLERSON GROUP INC /ADV
    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 12,195 shares
    Change vs previous 13F -9 shares

    2.39% of the 13F portfolio, value $3,846,669.

    13F-HR 0000935570-25-000006 filed by ELLERSON GROUP INC /ADV
    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/A 12,204 shares
    Change vs previous 13F -42 shares

    2.49% of the 13F portfolio, value $3,538,061.

    13F-HR/A 0000935570-25-000005 filed by ELLERSON GROUP INC /ADV
    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 12,246 shares
    Change vs previous 13F +18 shares

    2.39% of the 13F portfolio, value $3,003,944.

    13F-HR 0000935570-25-000002 filed by ELLERSON GROUP INC /ADV
    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 12,228 shares
    Change vs previous 13F -506 shares

    2.14% of the 13F portfolio, value $2,931,173.

    13F-HR 0000935570-25-000001 filed by ELLERSON GROUP INC /ADV
    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 12,734 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $2,685,091.

    13F-HR 0000935570-24-000004 filed by ELLERSON GROUP INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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