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Disclosery

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV on JPM, newest first. How the timeline and the estimate are built.

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV held 42,014 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,014 shares
    Change vs previous 13F -268 shares

    4.41% of the 13F portfolio, value $13,752,431.

    13F-HR 0001398344-26-012662 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 42,282 shares
    Change vs previous 13F +322 shares

    4.49% of the 13F portfolio, value $12,437,749.

    13F-HR 0001398344-26-008550 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 41,960 shares
    Change vs previous 13F -548 shares

    4.76% of the 13F portfolio, value $13,520,314.

    13F-HR 0001398344-26-000978 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 42,508 shares
    Change vs previous 13F -706 shares

    4.77% of the 13F portfolio, value $13,408,262.

    13F-HR 0001398344-25-019223 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 43,214 shares
    Change vs previous 13F -1,420 shares

    4.54% of the 13F portfolio, value $12,528,210.

    13F-HR 0001398344-25-013210 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 44,634 shares
    Change vs previous 13F +1,050 shares

    4.22% of the 13F portfolio, value $10,948,668.

    13F-HR 0001398344-25-007366 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 43,584 shares
    Change vs previous 13F +723 shares

    3.82% of the 13F portfolio, value $10,447,599.

    13F-HR 0001398344-25-002084 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    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 42,861 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $9,037,654.

    13F-HR 0001398344-24-019092 filed by TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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