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MONTAG A & ASSOCIATES INC: JPM position timeline

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

MONTAG A & ASSOCIATES INC held 79,072 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,072 shares
    Change vs previous 13F -3,195 shares

    1.09% of the 13F portfolio, value $25,882,756.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    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 82,267 shares
    Change vs previous 13F +2,786 shares

    1.12% of the 13F portfolio, value $24,199,767.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    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 79,481 shares
    Change vs previous 13F -3,666 shares

    1.17% of the 13F portfolio, value $25,610,270.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 83,147 shares
    Change vs previous 13F -1,491 shares

    1.21% of the 13F portfolio, value $26,227,072.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 84,638 shares
    Change vs previous 13F -1,315 shares

    1.2% of the 13F portfolio, value $24,537,504.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 85,953 shares
    Change vs previous 13F +26 shares

    1.05% of the 13F portfolio, value $21,084,165.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    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 85,927 shares
    Change vs previous 13F -1,444 shares

    0.98% of the 13F portfolio, value $20,597,549.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 87,371 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $18,423,092.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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