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Aaron Wealth Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aaron Wealth Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Aaron Wealth Advisors LLC held 35,779 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,779 shares
    Change vs previous 13F +838 shares

    0.59% of the 13F portfolio, value $11,711,639.

    13F-HR 0001172661-26-002640 filed by Aaron Wealth Advisors LLC
    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 34,941 shares
    Change vs previous 13F -5,277 shares

    0.59% of the 13F portfolio, value $10,278,316.

    13F-HR 0001172661-26-001518 filed by Aaron Wealth Advisors LLC
    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 40,218 shares
    Change vs previous 13F +6,657 shares

    0.72% of the 13F portfolio, value $12,959,103.

    13F-HR 0001172661-26-000232 filed by Aaron Wealth Advisors LLC
    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 33,561 shares
    Change vs previous 13F +11,942 shares

    0.64% of the 13F portfolio, value $10,586,186.

    13F-HR 0001172661-25-004156 filed by Aaron Wealth Advisors LLC
    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 21,619 shares
    Change vs previous 13F +1,428 shares

    0.64% of the 13F portfolio, value $6,267,585.

    13F-HR 0001172661-25-002506 filed by Aaron Wealth Advisors LLC
    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 20,191 shares
    Change vs previous 13F +1,218 shares

    0.57% of the 13F portfolio, value $4,952,852.

    13F-HR 0001172661-25-001544 filed by Aaron Wealth Advisors LLC
    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 18,973 shares
    Change vs previous 13F +517 shares

    0.53% of the 13F portfolio, value $4,548,018.

    13F-HR 0001172661-25-000198 filed by Aaron Wealth Advisors LLC
    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 18,456 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,891,632.

    13F-HR 0001172661-24-004302 filed by Aaron Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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