NEVILLE RODIE & SHAW INC: JPM position timeline

NEVILLE RODIE & SHAW INC held 128,162 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 128,162 shares

   Change vs previous 13F -568 shares

   2.87% of the 13F portfolio, value $42,400,000.

   13F-HR 0000071210-26-000006 filed by NEVILLE RODIE & SHAW INC
   Accepted 2026-10-05 13:53:17 UTC, ingested 2026-10-06 10:25:12 UTC

2. period ended2026-06-30

   13F 128,730 shares

   Change vs previous 13F -1,712 shares

   2.73% of the 13F portfolio, value $42,137,000.

   13F-HR 0000071210-26-000003 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-07-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 130,442 shares

   Change vs previous 13F -1,017 shares

   2.79% of the 13F portfolio, value $38,371,000.

   13F-HR 0000071210-26-000002 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-04-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 131,459 shares

   Change vs previous 13F -1,934 shares

   2.99% of the 13F portfolio, value $42,358,000.

   13F-HR 0000071210-26-000001 filed by NEVILLE RODIE & SHAW INC
   Filed 2026-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 133,393 shares

   Change vs previous 13F +1,864 shares

   3.04% of the 13F portfolio, value $42,076,000.

   13F-HR 0000071210-25-000006 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-10-01 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 131,529 shares

   Change vs previous 13F -3,193 shares

   2.83% of the 13F portfolio, value $38,132,000.

   13F-HR 0000071210-25-000003 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-07-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 134,722 shares

   Change vs previous 13F -6,459 shares

   2.59% of the 13F portfolio, value $33,047,000.

   13F-HR 0000071210-25-000002 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-04-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 141,181 shares

   Change vs previous 13F not available

   2.47% of the 13F portfolio, value $33,842,000.

   13F-HR 0000071210-25-000001 filed by NEVILLE RODIE & SHAW INC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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