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Moloney Securities Asset Management, LLC: JPM position timeline

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

Moloney Securities Asset Management, LLC held 28,572 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 28,572 shares
    Change vs previous 13F +2,958 shares

    1.07% of the 13F portfolio, value $9,012,614.

    13F-HR 0001697934-25-000007 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 25,614 shares
    Change vs previous 13F +3,142 shares

    0.92% of the 13F portfolio, value $7,425,775.

    13F-HR 0001697934-25-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 22,472 shares
    Change vs previous 13F -3,391 shares

    0.75% of the 13F portfolio, value $5,512,447.

    13F-HR 0001697934-25-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 25,863 shares
    Change vs previous 13F +118 shares

    0.83% of the 13F portfolio, value $6,199,567.

    13F-HR 0001697934-25-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 25,745 shares
    Change vs previous 13F +326 shares

    0.73% of the 13F portfolio, value $5,428,646.

    13F-HR 0001697934-24-000006 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 25,419 shares
    Change vs previous 13F -201 shares

    0.74% of the 13F portfolio, value $5,141,223.

    13F-HR 0001697934-24-000003 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 25,620 shares
    Change vs previous 13F -2,193 shares

    0.77% of the 13F portfolio, value $5,131,702.

    13F-HR 0001697934-24-000002 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 27,813 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $4,731,042.

    13F-HR 0001697934-24-000001 filed by Moloney Securities Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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