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Hennion & Walsh Asset Management, Inc.: JPM position timeline

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

Hennion & Walsh Asset Management, Inc. held 45,885 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 45,885 shares
    Change vs previous 13F -1,286 shares

    0.44% of the 13F portfolio, value $15,180,135.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 47,171 shares
    Change vs previous 13F +3,471 shares

    0.44% of the 13F portfolio, value $15,440,483.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 43,700 shares
    Change vs previous 13F +2,221 shares

    0.43% of the 13F portfolio, value $12,854,792.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 41,479 shares
    Change vs previous 13F +2,962 shares

    0.46% of the 13F portfolio, value $13,365,363.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 38,517 shares
    Change vs previous 13F +2,662 shares

    0.44% of the 13F portfolio, value $12,149,417.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 35,855 shares
    Change vs previous 13F +1,452 shares

    0.42% of the 13F portfolio, value $10,394,723.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 34,403 shares
    Change vs previous 13F +3,122 shares

    0.38% of the 13F portfolio, value $8,439,056.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 31,281 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $7,498,369.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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