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Disclosery

ADVOCATE GROUP LLC: JPM position timeline

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

ADVOCATE GROUP LLC held 31,195 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,195 shares
    Change vs previous 13F -2,149 shares

    1.54% of the 13F portfolio, value $10,211,146.

    13F-HR 0001853401-26-000003 filed by ADVOCATE GROUP 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 33,344 shares
    Change vs previous 13F -1,332 shares

    1.53% of the 13F portfolio, value $9,808,476.

    13F-HR 0001853401-26-000002 filed by ADVOCATE GROUP 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 34,676 shares
    Change vs previous 13F -4,790 shares

    1.81% of the 13F portfolio, value $11,173,225.

    13F-HR 0001853401-26-000001 filed by ADVOCATE GROUP 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 39,466 shares
    Change vs previous 13F -1,053 shares

    2.05% of the 13F portfolio, value $12,448,610.

    13F-HR 0001853401-25-000006 filed by ADVOCATE GROUP 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 40,519 shares
    Change vs previous 13F -1,315 shares

    2.1% of the 13F portfolio, value $11,746,946.

    13F-HR 0001853401-25-000004 filed by ADVOCATE GROUP 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 41,834 shares
    Change vs previous 13F -2,257 shares

    1.87% of the 13F portfolio, value $10,261,880.

    13F-HR 0001853401-25-000002 filed by ADVOCATE GROUP 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 44,091 shares
    Change vs previous 13F -737 shares

    1.99% of the 13F portfolio, value $10,569,054.

    13F-HR 0001853401-25-000001 filed by ADVOCATE GROUP 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 44,828 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $9,452,432.

    13F-HR 0001853401-24-000005 filed by ADVOCATE GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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