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Disclosery

Marotta Asset Management: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on JPM, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 1,406 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,406 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $465,147.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,406 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $469,702.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    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 1,390 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $410,578.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    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 1,390 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $447,886.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    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 1,390 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $431,887.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    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 1,390 shares
    Change vs previous 13F -1,189 shares

    0.08% of the 13F portfolio, value $402,975.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    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 2,579 shares
    Change vs previous 13F +274 shares

    0.11% of the 13F portfolio, value $543,808.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    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 2,305 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $553,200.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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