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Disclosery

Pettee Investors, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pettee Investors, Inc. on JPM, newest first. How the timeline and the estimate are built.

Pettee Investors, Inc. held 45,187 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,187 shares
    Change vs previous 13F +79 shares

    7.28% of the 13F portfolio, value $14,791,061.

    13F-HR 0001596901-26-000003 filed by Pettee Investors, 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 45,108 shares
    Change vs previous 13F +1,728 shares

    7.28% of the 13F portfolio, value $14,129,179.

    13F-HR 0001596901-26-000002 filed by Pettee Investors, 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 43,380 shares
    Change vs previous 13F -1 shares

    7.84% of the 13F portfolio, value $13,977,904.

    13F-HR 0001596901-26-000001 filed by Pettee Investors, 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 43,381 shares
    Change vs previous 13F -2,215 shares

    7.53% of the 13F portfolio, value $13,683,669.

    13F-HR 0001596901-25-000005 filed by Pettee Investors, 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 45,596 shares
    Change vs previous 13F 0 shares

    7.91% of the 13F portfolio, value $13,218,736.

    13F-HR 0001596901-25-000003 filed by Pettee Investors, 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 45,596 shares
    Change vs previous 13F -15,941 shares

    6.66% of the 13F portfolio, value $11,184,699.

    13F-HR 0001596901-25-000002 filed by Pettee Investors, 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 61,537 shares
    Change vs previous 13F -44 shares

    7.49% of the 13F portfolio, value $14,751,034.

    13F-HR 0001596901-25-000001 filed by Pettee Investors, 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 61,581 shares
    Change vs previous 13F not available

    6.32% of the 13F portfolio, value $12,984,970.

    13F-HR 0001596901-24-000004 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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