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Advisory Services Network, LLC: JPM position timeline

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

Advisory Services Network, LLC held 185,812 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,812 shares
    Change vs previous 13F +7,706 shares

    0.69% of the 13F portfolio, value $60,822,015.

    13F-HR 0001573876-26-000005 filed by Advisory Services Network, 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 178,106 shares
    Change vs previous 13F +6,206 shares

    0.7% of the 13F portfolio, value $52,391,882.

    13F-HR 0001573876-26-000004 filed by Advisory Services Network, 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 171,900 shares
    Change vs previous 13F -1,987 shares

    0.78% of the 13F portfolio, value $55,389,608.

    13F-HR 0001573876-26-000002 filed by Advisory Services Network, 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 173,887 shares
    Change vs previous 13F -2,281 shares

    0.8% of the 13F portfolio, value $54,849,581.

    13F-HR 0001573876-25-000020 filed by Advisory Services Network, 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 176,168 shares
    Change vs previous 13F +15,625 shares

    0.84% of the 13F portfolio, value $52,188,090.

    13F-HR 0001573876-25-000016 filed by Advisory Services Network, 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 160,543 shares
    Change vs previous 13F -3,099 shares

    0.76% of the 13F portfolio, value $39,381,144.

    13F-HR 0001573876-25-000014 filed by Advisory Services Network, 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 163,642 shares
    Change vs previous 13F +12,165 shares

    0.73% of the 13F portfolio, value $39,226,680.

    13F-HR 0001573876-25-000005 filed by Advisory Services Network, 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 151,477 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $30,637,685.

    13F-HR 0001573876-24-000011 filed by Advisory Services Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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