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WITTENBERG INVESTMENT MANAGEMENT, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WITTENBERG INVESTMENT MANAGEMENT, INC. on JPM, newest first. How the timeline and the estimate are built.

WITTENBERG INVESTMENT MANAGEMENT, INC. held 20,543 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,543 shares
    Change vs previous 13F -27 shares

    2.29% of the 13F portfolio, value $6,694,881.

    13F-HR 0001062993-26-004208 filed by WITTENBERG INVESTMENT MANAGEMENT, 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 20,570 shares
    Change vs previous 13F -100 shares

    2.25% of the 13F portfolio, value $6,050,871.

    13F-HR 0001062993-26-002625 filed by WITTENBERG INVESTMENT MANAGEMENT, 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 20,670 shares
    Change vs previous 13F -550 shares

    2.55% of the 13F portfolio, value $6,660,288.

    13F-HR 0001062993-26-000921 filed by WITTENBERG INVESTMENT MANAGEMENT, 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 21,220 shares
    Change vs previous 13F 0 shares

    2.66% of the 13F portfolio, value $6,693,425.

    13F-HR 0001062993-25-016732 filed by WITTENBERG INVESTMENT MANAGEMENT, 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 21,220 shares
    Change vs previous 13F -700 shares

    2.69% of the 13F portfolio, value $6,151,890.

    13F-HR 0001062993-25-014036 filed by WITTENBERG INVESTMENT MANAGEMENT, 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 21,920 shares
    Change vs previous 13F -10,133 shares

    2.42% of the 13F portfolio, value $5,376,976.

    13F-HR 0001062993-25-009041 filed by WITTENBERG INVESTMENT MANAGEMENT, 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 32,053 shares
    Change vs previous 13F -14,359 shares

    3.84% of the 13F portfolio, value $9,786,421.

    13F-HR 0001062993-25-002229 filed by WITTENBERG INVESTMENT MANAGEMENT, 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 46,412 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $9,786,421.

    13F-HR 0001062993-24-018951 filed by WITTENBERG INVESTMENT MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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