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MATRIX ASSET ADVISORS INC/NY: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATRIX ASSET ADVISORS INC/NY on JPM, newest first. How the timeline and the estimate are built.

MATRIX ASSET ADVISORS INC/NY held 129,211 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 129,211 shares
    Change vs previous 13F -3,682 shares

    3.52% of the 13F portfolio, value $42,747,010.

    13F-HR 0001172661-26-004502 filed by MATRIX ASSET ADVISORS INC/NY
    Accepted , ingested

  2. period ended2026-06-30
    13F 132,893 shares
    Change vs previous 13F -1,642 shares

    3.54% of the 13F portfolio, value $43,499,983.

    13F-HR 0001172661-26-002637 filed by MATRIX ASSET ADVISORS INC/NY
    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 134,535 shares
    Change vs previous 13F -1,600 shares

    3.63% of the 13F portfolio, value $39,574,905.

    13F-HR 0001172661-26-001524 filed by MATRIX ASSET ADVISORS INC/NY
    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 136,135 shares
    Change vs previous 13F -2,648 shares

    3.94% of the 13F portfolio, value $43,865,500.

    13F-HR 0001172661-26-000208 filed by MATRIX ASSET ADVISORS INC/NY
    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 138,783 shares
    Change vs previous 13F -400 shares

    4.06% of the 13F portfolio, value $43,776,278.

    13F-HR 0001172661-25-004282 filed by MATRIX ASSET ADVISORS INC/NY
    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/A 139,183 shares
    Change vs previous 13F -5,378 shares

    4.08% of the 13F portfolio, value $40,350,410.

    13F-HR/A 0001172661-25-003115 filed by MATRIX ASSET ADVISORS INC/NY
    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 144,561 shares
    Change vs previous 13F -17,245 shares

    3.91% of the 13F portfolio, value $35,460,881.

    13F-HR 0001172661-25-001530 filed by MATRIX ASSET ADVISORS INC/NY
    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 161,806 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $38,786,516.

    13F-HR 0001172661-25-000313 filed by MATRIX ASSET ADVISORS INC/NY
    Filed (acceptance time not in the bulk data set), ingested

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