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Disclosery

M.E. ALLISON & CO., INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of M.E. ALLISON & CO., INC. on JPM, newest first. How the timeline and the estimate are built.

M.E. ALLISON & CO., INC. held 5,080 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,080 shares
    Change vs previous 13F -276 shares

    0.94% of the 13F portfolio, value $1,680,608.

    13F-HR 0001085146-26-000838 filed by M.E. ALLISON & CO., INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,356 shares
    Change vs previous 13F +83 shares

    1.01% of the 13F portfolio, value $1,753,340.

    13F-HR 0001619532-26-000005 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,273 shares
    Change vs previous 13F -347 shares

    1.03% of the 13F portfolio, value $1,550,966.

    13F-HR 0001619532-26-000004 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,620 shares
    Change vs previous 13F +1 shares

    1.23% of the 13F portfolio, value $1,810,413.

    13F-HR 0001619532-26-000002 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,619 shares
    Change vs previous 13F -461 shares

    1.23% of the 13F portfolio, value $1,772,613.

    13F-HR 0001085146-25-005826 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,080 shares
    Change vs previous 13F -310 shares

    1.42% of the 13F portfolio, value $1,762,920.

    13F-HR 0001085146-25-004172 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,390 shares
    Change vs previous 13F -207 shares

    1.55% of the 13F portfolio, value $1,567,553.

    13F-HR 0001085146-25-002185 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,597 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $1,581,284.

    13F-HR 0001085146-25-000266 filed by M.E. ALLISON & CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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