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NAVELLIER & ASSOCIATES INC: JPM position timeline

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

NAVELLIER & ASSOCIATES INC held 9,240 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,240 shares
    Change vs previous 13F +1,000 shares

    0.24% of the 13F portfolio, value $3,024,529.

    13F-HR 0001104659-26-090274 filed by NAVELLIER & 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 8,240 shares
    Change vs previous 13F -197 shares

    0.25% of the 13F portfolio, value $2,423,878.

    13F-HR 0001104659-26-056800 filed by NAVELLIER & 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 8,437 shares
    Change vs previous 13F -1,103 shares

    0.3% of the 13F portfolio, value $2,718,570.

    13F-HR 0001104659-26-009534 filed by NAVELLIER & 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 9,540 shares
    Change vs previous 13F +1,000 shares

    0.31% of the 13F portfolio, value $3,009,202.

    13F-HR 0001104659-25-107454 filed by NAVELLIER & 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 8,540 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,475,831.

    13F-HR 0001104659-25-075089 filed by NAVELLIER & 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 8,540 shares
    Change vs previous 13F -1,000 shares

    0.3% of the 13F portfolio, value $2,156,862.

    13F-HR 0001104659-25-045095 filed by NAVELLIER & 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 9,540 shares
    Change vs previous 13F +900 shares

    0.27% of the 13F portfolio, value $2,286,833.

    13F-HR 0001104659-25-008689 filed by NAVELLIER & 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 8,640 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,821,830.

    13F-HR 0001104659-24-116385 filed by NAVELLIER & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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