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NEW ENGLAND ASSET MANAGEMENT INC: JPM position timeline

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

NEW ENGLAND ASSET MANAGEMENT INC held 43,147 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,147 shares
    Change vs previous 13F +304 shares

    1.64% of the 13F portfolio, value $14,123,308.

    13F-HR 0001004244-26-000004 filed by NEW ENGLAND ASSET MANAGEMENT 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 42,843 shares
    Change vs previous 13F -157 shares

    1.6% of the 13F portfolio, value $12,602,697.

    13F-HR 0001004244-26-000003 filed by NEW ENGLAND ASSET MANAGEMENT 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 43,000 shares
    Change vs previous 13F -2,180 shares

    1.81% of the 13F portfolio, value $13,855,460.

    13F-HR 0001004244-26-000002 filed by NEW ENGLAND ASSET MANAGEMENT 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 45,180 shares
    Change vs previous 13F 0 shares

    1.86% of the 13F portfolio, value $14,251,127.

    13F-HR 0001004244-25-000004 filed by NEW ENGLAND ASSET MANAGEMENT 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 45,180 shares
    Change vs previous 13F +195 shares

    2.04% of the 13F portfolio, value $13,098,134.

    13F-HR 0001085146-25-005250 filed by NEW ENGLAND ASSET MANAGEMENT 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 44,985 shares
    Change vs previous 13F -2,725 shares

    1.79% of the 13F portfolio, value $11,034,821.

    13F-HR 0001085146-25-003314 filed by NEW ENGLAND ASSET MANAGEMENT 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 47,710 shares
    Change vs previous 13F -10,410 shares

    1.95% of the 13F portfolio, value $11,436,564.

    13F-HR 0001085146-25-001696 filed by NEW ENGLAND ASSET MANAGEMENT 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 58,120 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $12,255,183.

    13F-HR 0001085146-24-005429 filed by NEW ENGLAND ASSET MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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