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LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA on JPM, newest first. How the timeline and the estimate are built.

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA held 8,899 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,899 shares
    Change vs previous 13F -168 shares

    1.92% of the 13F portfolio, value $2,913,000.

    13F-HR 0001089707-26-000003 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    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 9,067 shares
    Change vs previous 13F +23 shares

    1.89% of the 13F portfolio, value $2,667,000.

    13F-HR 0001089707-26-000002 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    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 9,044 shares
    Change vs previous 13F +40 shares

    1.96% of the 13F portfolio, value $2,914,000.

    13F-HR 0001089707-26-000001 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 9,004 shares
    Change vs previous 13F -275 shares

    1.84% of the 13F portfolio, value $2,840,000.

    13F-HR 0001089707-25-000006 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 9,279 shares
    Change vs previous 13F -139 shares

    1.78% of the 13F portfolio, value $2,690,000.

    13F-HR 0001089707-25-000003 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 9,418 shares
    Change vs previous 13F -201 shares

    1.69% of the 13F portfolio, value $2,310,000.

    13F-HR 0001089707-25-000002 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 9,619 shares
    Change vs previous 13F -523 shares

    1.61% of the 13F portfolio, value $2,306,000.

    13F-HR 0001089707-25-000001 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,142 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,139,000.

    13F-HR 0001089707-24-000004 filed by LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA
    Filed (acceptance time not in the bulk data set), ingested

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