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Disclosery

Mendel Money Management: JPM position timeline

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

Mendel Money Management held 8,250 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,250 shares
    Change vs previous 13F -231 shares

    0.99% of the 13F portfolio, value $2,700,398.

    13F-HR 0001600585-26-000005 filed by Mendel Money Management
    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 8,481 shares
    Change vs previous 13F +612 shares

    1.04% of the 13F portfolio, value $2,494,704.

    13F-HR 0001600585-26-000003 filed by Mendel Money Management
    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 7,869 shares
    Change vs previous 13F +112 shares

    1.06% of the 13F portfolio, value $2,535,475.

    13F-HR 0001600585-26-000002 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,757 shares
    Change vs previous 13F -51 shares

    1.03% of the 13F portfolio, value $2,446,718.

    13F-HR 0001600585-25-000005 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 7,808 shares
    Change vs previous 13F -279 shares

    1% of the 13F portfolio, value $2,263,551.

    13F-HR 0001085146-25-004446 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,087 shares
    Change vs previous 13F +208 shares

    0.94% of the 13F portfolio, value $1,983,849.

    13F-HR 0001085146-25-002647 filed by Mendel Money Management
    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 7,879 shares
    Change vs previous 13F -140 shares

    0.84% of the 13F portfolio, value $1,888,781.

    13F-HR 0001085146-25-001016 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,019 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,690,979.

    13F-HR 0001085146-24-005406 filed by Mendel Money Management
    Filed (acceptance time not in the bulk data set), ingested

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