Skip to content
Disclosery

ADVISORTRUST PARTNERS, LLC: JPM position timeline

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

ADVISORTRUST PARTNERS, LLC held 29,465 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,465 shares
    Change vs previous 13F +1,361 shares

    3.3% of the 13F portfolio, value $9,644,779.

    13F-HR 0001398344-26-013936 filed by ADVISORTRUST PARTNERS, 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 28,104 shares
    Change vs previous 13F +2,563 shares

    3.44% of the 13F portfolio, value $8,267,073.

    13F-HR 0001398344-26-008546 filed by ADVISORTRUST PARTNERS, 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 25,541 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $8,229,821.

    13F-HR 0001398344-26-004941 filed by ADVISORTRUST PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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