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Disclosery

Advisory Alpha, LLC: JPM position timeline

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

Advisory Alpha, LLC held 20,476 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 20,476 shares
    Change vs previous 13F +6,910 shares

    0.16% of the 13F portfolio, value $6,704,008.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 13,566 shares
    Change vs previous 13F +161 shares

    0.11% of the 13F portfolio, value $3,992,461.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 13,405 shares
    Change vs previous 13F +602 shares

    0.12% of the 13F portfolio, value $4,321,635.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 12,803 shares
    Change vs previous 13F -241 shares

    0.11% of the 13F portfolio, value $3,939,135.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 13,044 shares
    Change vs previous 13F +236 shares

    0.12% of the 13F portfolio, value $3,782,021.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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/A 12,808 shares
    Change vs previous 13F +922 shares

    0.11% of the 13F portfolio, value $3,141,892.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 11,886 shares
    Change vs previous 13F +4 shares

    0.1% of the 13F portfolio, value $2,849,310.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, 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 11,882 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,505,503.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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