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Disclosery

Advus Financial Partners, LLC: JPM position timeline

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

Advus Financial Partners, LLC held 7,541 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,541 shares
    Change vs previous 13F +6,702 shares

    0.7% of the 13F portfolio, value $2,468,371.

    13F-HR/A 0002150676-26-000044 filed by Advus Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F/A 839 shares
    Change vs previous 13F +839 shares

    0.09% of the 13F portfolio, value $246,800.

    13F-HR/A 0002150676-26-000043 filed by Advus Financial Partners, LLC
    Accepted , ingested

  3. period ended2025-03-31
    13F/A 0 shares
    Change vs previous 13F -1,009 shares

    13F-HR/A 0002150676-26-000039 filed by Advus Financial Partners, LLC
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F/A 1,009 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $241,867.

    13F-HR/A 0002150676-26-000038 filed by Advus Financial Partners, LLC
    Accepted , ingested