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Advanced Asset Management Advisors Inc: JPM position timeline

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

Advanced Asset Management Advisors Inc held 30,913 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 30,913 shares
    Change vs previous 13F -65 shares

    2.66% of the 13F portfolio, value $10,118,693.

    13F-HR 0001398344-26-012202 filed by Advanced Asset Management 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 30,978 shares
    Change vs previous 13F +1 shares

    2.52% of the 13F portfolio, value $9,112,349.

    13F-HR 0001398344-26-007075 filed by Advanced Asset Management 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 30,977 shares
    Change vs previous 13F -7,300 shares

    2.73% of the 13F portfolio, value $9,981,477.

    13F-HR 0001398344-26-001786 filed by Advanced Asset Management 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 38,277 shares
    Change vs previous 13F +70 shares

    3.23% of the 13F portfolio, value $12,073,684.

    13F-HR 0001398344-25-019298 filed by Advanced Asset Management 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 38,207 shares
    Change vs previous 13F 0 shares

    2.99% of the 13F portfolio, value $11,076,591.

    13F-HR 0001398344-25-013676 filed by Advanced Asset Management 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 38,207 shares
    Change vs previous 13F +1 shares

    2.58% of the 13F portfolio, value $9,372,113.

    13F-HR 0001398344-25-007241 filed by Advanced Asset Management 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 38,206 shares
    Change vs previous 13F -54 shares

    2.4% of the 13F portfolio, value $9,158,360.

    13F-HR 0001398344-25-001513 filed by Advanced Asset Management 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 38,260 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $7,738,468.

    13F-HR 0001398344-24-019338 filed by Advanced Asset Management Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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