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Disclosery

Advisors Asset Management, Inc.: JPM position timeline

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

Advisors Asset Management, Inc. held 78,621 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,621 shares
    Change vs previous 13F +2,116 shares

    0.39% of the 13F portfolio, value $25,735,012.

    13F-HR 0002000324-26-003377 filed by Advisors Asset 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 76,505 shares
    Change vs previous 13F +593 shares

    0.37% of the 13F portfolio, value $22,504,711.

    13F-HR 0002000324-26-001941 filed by Advisors Asset 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/A 75,912 shares
    Change vs previous 13F +4,494 shares

    0.41% of the 13F portfolio, value $24,460,365.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset 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/A 71,418 shares
    Change vs previous 13F +1,980 shares

    0.38% of the 13F portfolio, value $22,527,380.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset 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/A 69,438 shares
    Change vs previous 13F -6,541 shares

    0.36% of the 13F portfolio, value $20,130,771.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset 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/A 75,979 shares
    Change vs previous 13F -1,559 shares

    0.35% of the 13F portfolio, value $18,637,649.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset 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/A 77,538 shares
    Change vs previous 13F +720 shares

    0.34% of the 13F portfolio, value $18,586,634.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset 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/A 76,818 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $16,197,843.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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