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Disclosery

Grassi Investment Management: JPM position timeline

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

Grassi Investment Management held 104,353 JPM shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 104,353 shares
    Change vs previous 13F -597 shares

    2.41% of the 13F portfolio, value $30,253,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 104,950 shares
    Change vs previous 13F -635 shares

    2.38% of the 13F portfolio, value $25,744,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 105,585 shares
    Change vs previous 13F -873 shares

    2.16% of the 13F portfolio, value $25,310,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 106,458 shares
    Change vs previous 13F -844 shares

    1.94% of the 13F portfolio, value $22,448,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 107,302 shares
    Change vs previous 13F -797 shares

    1.92% of the 13F portfolio, value $21,703,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 108,099 shares
    Change vs previous 13F +52 shares

    1.96% of the 13F portfolio, value $21,652,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 108,047 shares
    Change vs previous 13F -497 shares

    1.93% of the 13F portfolio, value $18,379,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 108,544 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $15,741,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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