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1620 INVESTMENT ADVISORS, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1620 INVESTMENT ADVISORS, INC. on JPM, newest first. How the timeline and the estimate are built.

1620 INVESTMENT ADVISORS, INC. held 8,618 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,618 shares
    Change vs previous 13F -262 shares

    1.75% of the 13F portfolio, value $2,821,095.

    13F-HR 0001907281-26-000003 filed by 1620 INVESTMENT ADVISORS, 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 8,880 shares
    Change vs previous 13F -17 shares

    1.77% of the 13F portfolio, value $2,612,333.

    13F-HR 0001907281-26-000002 filed by 1620 INVESTMENT ADVISORS, 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 8,897 shares
    Change vs previous 13F -1,000 shares

    1.91% of the 13F portfolio, value $2,867,048.

    13F-HR 0001907281-26-000001 filed by 1620 INVESTMENT ADVISORS, 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 9,897 shares
    Change vs previous 13F -510 shares

    2.12% of the 13F portfolio, value $3,121,795.

    13F-HR 0001907281-25-000007 filed by 1620 INVESTMENT ADVISORS, 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 10,407 shares
    Change vs previous 13F +39 shares

    2.14% of the 13F portfolio, value $3,017,131.

    13F-HR 0001907281-25-000004 filed by 1620 INVESTMENT ADVISORS, 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 10,368 shares
    Change vs previous 13F -39 shares

    1.95% of the 13F portfolio, value $2,543,301.

    13F-HR 0001907281-25-000002 filed by 1620 INVESTMENT ADVISORS, 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 10,407 shares
    Change vs previous 13F -174 shares

    1.89% of the 13F portfolio, value $2,494,739.

    13F-HR 0001907281-25-000001 filed by 1620 INVESTMENT ADVISORS, 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 10,581 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,231,186.

    13F-HR 0001907281-24-000003 filed by 1620 INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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