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Disclosery

Unified Investment Management: JPM position timeline

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

Unified Investment Management held 5,376 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,376 shares
    Change vs previous 13F 0 shares

    1.6% of the 13F portfolio, value $1,778,570.

    13F-HR 0002085853-26-001170 filed by Unified Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,376 shares
    Change vs previous 13F +66 shares

    1.64% of the 13F portfolio, value $1,759,650.

    13F-HR 0002085853-26-000871 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,310 shares
    Change vs previous 13F -282 shares

    1.61% of the 13F portfolio, value $1,562,110.

    13F-HR 0002085853-26-000519 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,592 shares
    Change vs previous 13F -43 shares

    1.82% of the 13F portfolio, value $1,801,897.

    13F-HR 0002085853-26-000224 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,635 shares
    Change vs previous 13F -113 shares

    1.77% of the 13F portfolio, value $1,777,405.

    13F-HR 0002085853-25-000176 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,748 shares
    Change vs previous 13F +203 shares

    1.79% of the 13F portfolio, value $1,666,288.

    13F-HR 0001667731-25-000811 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,545 shares
    Change vs previous 13F -1,187 shares

    1.61% of the 13F portfolio, value $1,360,311.

    13F-HR 0001667731-25-000531 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,732 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $1,613,821.

    13F-HR 0001667731-25-000211 filed by Unified Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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