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Disclosery

J. Derek Lewis & Associates Inc.: JPM position timeline

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

J. Derek Lewis & Associates Inc. held 4,030 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 4,030 shares
    Change vs previous 13F +72 shares

    0.25% of the 13F portfolio, value $1,319,599.

    13F-HR 0002077884-26-000004 filed by J. Derek Lewis & Associates Inc.
    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/A 3,958 shares
    Change vs previous 13F +386 shares

    0.26% of the 13F portfolio, value $1,164,471.

    13F-HR/A 0002077884-26-000003 filed by J. Derek Lewis & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,572 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,150,938.

    13F-HR 0002077884-26-000001 filed by J. Derek Lewis & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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