Skip to content
Disclosery

Lane & Associates LLC: JPM position timeline

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

Lane & Associates LLC held 2,640 JPM shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 2,640 shares
    Change vs previous 13F -51 shares

    0.35% of the 13F portfolio, value $647,518.

    13F-HR 0002018909-25-000003 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 2,691 shares
    Change vs previous 13F -284 shares

    0.37% of the 13F portfolio, value $719,223.

    13F-HR 0002018909-25-000001 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 2,975 shares
    Change vs previous 13F +17 shares

    0.34% of the 13F portfolio, value $627,397.

    13F-HR 0002018909-24-000008 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 2,958 shares
    Change vs previous 13F +182 shares

    0.35% of the 13F portfolio, value $598,185.

    13F-HR 0002018909-24-000007 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 2,776 shares
    Change vs previous 13F +75 shares

    0.35% of the 13F portfolio, value $556,115.

    13F-HR 0002018909-24-000002 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 2,701 shares
    Change vs previous 13F -418 shares

    0.33% of the 13F portfolio, value $459,391.

    13F-HR 0002018909-24-000001 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 3,119 shares
    Change vs previous 13F +74 shares

    0.36% of the 13F portfolio, value $452,337.

    13F-HR 0002018909-24-000006 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 3,045 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $442,834.

    13F-HR 0002018909-24-000005 filed by Lane & Associates LLC
    Filed (acceptance time not in the bulk data set), ingested

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