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Patton Albertson Miller Group, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Patton Albertson Miller Group, LLC on JPM, newest first. How the timeline and the estimate are built.

Patton Albertson Miller Group, LLC held 42,407 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,407 shares
    Change vs previous 13F -589 shares

    1.38% of the 13F portfolio, value $13,881,031.

    13F-HR 0001511037-26-000007 filed by Patton Albertson Miller Group, LLC
    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 42,996 shares
    Change vs previous 13F -308 shares

    1.5% of the 13F portfolio, value $12,647,806.

    13F-HR 0001511037-26-000004 filed by Patton Albertson Miller Group, LLC
    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 43,304 shares
    Change vs previous 13F -470 shares

    1.64% of the 13F portfolio, value $13,953,367.

    13F-HR 0001511037-26-000002 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 43,774 shares
    Change vs previous 13F -1,097 shares

    1.67% of the 13F portfolio, value $13,807,749.

    13F-HR 0001511037-25-000005 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 44,871 shares
    Change vs previous 13F -342 shares

    1.71% of the 13F portfolio, value $13,008,524.

    13F-HR 0001667731-25-000856 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 45,213 shares
    Change vs previous 13F -6,418 shares

    1.65% of the 13F portfolio, value $11,090,725.

    13F-HR/A 0001667731-25-000670 filed by Patton Albertson Miller Group, LLC
    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 51,631 shares
    Change vs previous 13F +1,624 shares

    1.66% of the 13F portfolio, value $12,376,444.

    13F-HR 0001667731-25-000064 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 50,007 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $10,544,387.

    13F-HR 0001667731-24-000695 filed by Patton Albertson Miller Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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