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Disclosery

High Falls Advisors, Inc: JPM position timeline

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

High Falls Advisors, Inc held 5,827 JPM shares at 2025-12-31 per its 13F-HR filed 2026-02-18.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 5,827 shares
    Change vs previous 13F -902 shares

    0.38% of the 13F portfolio, value $1,877,638.

    13F-HR 0001569139-26-000001 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 6,729 shares
    Change vs previous 13F -211 shares

    0.44% of the 13F portfolio, value $2,122,492.

    13F-HR 0001569139-25-000002 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 6,940 shares
    Change vs previous 13F +132 shares

    0.45% of the 13F portfolio, value $2,011,933.

    13F-HR 0001085146-25-005304 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 6,808 shares
    Change vs previous 13F +64 shares

    0.39% of the 13F portfolio, value $1,670,042.

    13F-HR 0001085146-25-003034 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 6,744 shares
    Change vs previous 13F +356 shares

    0.37% of the 13F portfolio, value $1,616,570.

    13F-HR 0001085146-25-001518 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,388 shares
    Change vs previous 13F +277 shares

    0.31% of the 13F portfolio, value $1,347,063.

    13F-HR 0001085146-24-005983 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 6,111 shares
    Change vs previous 13F +368 shares

    0.3% of the 13F portfolio, value $1,235,950.

    13F-HR 0001085146-24-004025 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 5,743 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,150,230.

    13F-HR 0001085146-24-002650 filed by High Falls Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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