Skip to content
Disclosery

MOODY LYNN LIEBERSON & WALKER, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOODY LYNN LIEBERSON & WALKER, LLC on JPM, newest first. How the timeline and the estimate are built.

MOODY LYNN LIEBERSON & WALKER, LLC held 204,263 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 204,263 shares
    Change vs previous 13F +8,340 shares

    3.51% of the 13F portfolio, value $67,576,328.

    13F-HR 0000938592-26-000010 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 195,923 shares
    Change vs previous 13F -5,542 shares

    3.38% of the 13F portfolio, value $64,131,476.

    13F-HR 0000938592-26-000006 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 201,465 shares
    Change vs previous 13F -8,017 shares

    3.33% of the 13F portfolio, value $59,262,944.

    13F-HR 0000938592-26-000005 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 209,482 shares
    Change vs previous 13F +10,241 shares

    3.58% of the 13F portfolio, value $67,499,290.

    13F-HR 0000938592-26-000001 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 199,241 shares
    Change vs previous 13F +159 shares

    3.38% of the 13F portfolio, value $62,846,589.

    13F-HR 0000938592-25-000007 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 199,082 shares
    Change vs previous 13F +2,162 shares

    3.33% of the 13F portfolio, value $57,715,863.

    13F-HR 0000938592-25-000004 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 196,920 shares
    Change vs previous 13F +1,649 shares

    3.1% of the 13F portfolio, value $48,304,476.

    13F-HR 0000938592-25-000002 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    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 195,271 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $46,808,411.

    13F-HR 0000938592-25-000001 filed by MOODY LYNN LIEBERSON & WALKER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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