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Disclosery

Accuvest Global Advisors: JPM position timeline

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

Accuvest Global Advisors held 3,684 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,684 shares
    Change vs previous 13F +549 shares

    1.04% of the 13F portfolio, value $1,206,000.

    13F-HR 0001754960-26-000754 filed by Accuvest Global Advisors
    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 3,135 shares
    Change vs previous 13F -2,848 shares

    0.86% of the 13F portfolio, value $922,000.

    13F-HR 0001754960-26-000372 filed by Accuvest Global Advisors
    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 5,983 shares
    Change vs previous 13F -817 shares

    1.42% of the 13F portfolio, value $1,928,000.

    13F-HR 0001754960-26-000168 filed by Accuvest Global Advisors
    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 6,800 shares
    Change vs previous 13F -252 shares

    1.34% of the 13F portfolio, value $2,145,000.

    13F-HR 0001754960-25-000770 filed by Accuvest Global Advisors
    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 7,052 shares
    Change vs previous 13F +868 shares

    1.33% of the 13F portfolio, value $2,044,000.

    13F-HR 0001754960-25-000540 filed by Accuvest Global Advisors
    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 6,184 shares
    Change vs previous 13F +6,184 shares

    1.29% of the 13F portfolio, value $1,517,000.

    13F-HR 0001754960-25-000292 filed by Accuvest Global Advisors
    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 0 shares
    Change vs previous 13F -6,914 shares

    13F-HR 0001754960-25-000089 filed by Accuvest Global Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 6,914 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $1,457,908.

    13F-HR 0001754960-24-000557 filed by Accuvest Global Advisors
    Filed (acceptance time not in the bulk data set), ingested

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