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Disclosery

William Mack & Associates, Inc.: JPM position timeline

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

William Mack & Associates, Inc. held 3,717 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,717 shares
    Change vs previous 13F +1,248 shares

    0.43% of the 13F portfolio, value $1,216,557.

    13F-HR 0001754960-26-000473 filed by William Mack & Associates, 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 2,469 shares
    Change vs previous 13F -1,143 shares

    0.42% of the 13F portfolio, value $726,356.

    13F-HR 0001754960-26-000244 filed by William Mack & Associates, 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 3,612 shares
    Change vs previous 13F -32 shares

    0.55% of the 13F portfolio, value $1,163,825.

    13F-HR 0001754960-26-000159 filed by William Mack & Associates, 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 3,644 shares
    Change vs previous 13F -148 shares

    0.62% of the 13F portfolio, value $1,149,287.

    13F-HR 0001754960-25-000794 filed by William Mack & Associates, 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 3,792 shares
    Change vs previous 13F +102 shares

    0.7% of the 13F portfolio, value $1,099,412.

    13F-HR 0001754960-25-000806 filed by William Mack & Associates, 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 3,690 shares
    Change vs previous 13F +1 shares

    0.77% of the 13F portfolio, value $905,171.

    13F-HR 0001754960-25-000805 filed by William Mack & Associates, 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 3,689 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $884,316.

    13F-HR 0001754960-25-000804 filed by William Mack & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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