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Jones Kertz & Associates, Inc.: JPM position timeline

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

Jones Kertz & Associates, Inc. held 11,949 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,949 shares
    Change vs previous 13F -1,190 shares

    1.8% of the 13F portfolio, value $3,911,266.

    13F-HR 0002085853-26-000818 filed by Jones Kertz & 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 13,139 shares
    Change vs previous 13F -105 shares

    2.05% of the 13F portfolio, value $3,864,968.

    13F-HR 0002085853-26-000479 filed by Jones Kertz & 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 13,244 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $4,267,482.

    13F-HR 0002085853-26-000109 filed by Jones Kertz & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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