Hofer & Associates. Inc: JPM position timeline

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

Hofer & Associates. Inc held 6,190 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 6,190 shares
Change vs previous 13F +195 shares
0.98% of the 13F portfolio, value $2,026,174.
13F-HR 0001754960-26-000570 filed by Hofer & Associates. Inc
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 5,995 shares
Change vs previous 13F +252 shares
0.95% of the 13F portfolio, value $1,763,380.
13F-HR 0001754960-26-000295 filed by Hofer & Associates. Inc
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 5,743 shares
Change vs previous 13F +480 shares
0.98% of the 13F portfolio, value $1,850,399.
13F-HR 0001754960-26-000069 filed by Hofer & Associates. Inc
Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 5,263 shares
Change vs previous 13F +28 shares
0.95% of the 13F portfolio, value $1,660,038.
13F-HR 0001754960-25-000695 filed by Hofer & Associates. Inc
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 5,235 shares
Change vs previous 13F +66 shares
0.95% of the 13F portfolio, value $1,517,625.
13F-HR 0001754960-25-000370 filed by Hofer & Associates. Inc
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 5,169 shares
Change vs previous 13F +161 shares
0.86% of the 13F portfolio, value $1,267,967.
13F-HR 0001754960-25-000236 filed by Hofer & Associates. Inc
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 5,008 shares
Change vs previous 13F -330 shares
0.81% of the 13F portfolio, value $1,200,457.
13F-HR 0001754960-25-000061 filed by Hofer & Associates. Inc
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 5,338 shares
Change vs previous 13F not available
0.78% of the 13F portfolio, value $1,125,582.
13F-HR 0001754960-24-000518 filed by Hofer & Associates. Inc
Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).