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Advyzon Investment Management, LLC: JPM position timeline

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

Advyzon Investment Management, LLC held 20,794 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,794 shares
    Change vs previous 13F +2,992 shares

    0.49% of the 13F portfolio, value $6,806,654.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, 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 17,802 shares
    Change vs previous 13F +2,147 shares

    0.47% of the 13F portfolio, value $5,236,511.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, 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 15,655 shares
    Change vs previous 13F +7,161 shares

    0.59% of the 13F portfolio, value $5,044,246.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, 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 8,494 shares
    Change vs previous 13F +1,768 shares

    0.46% of the 13F portfolio, value $2,679,127.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, 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 6,726 shares
    Change vs previous 13F +2,336 shares

    0.43% of the 13F portfolio, value $1,949,865.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, 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 4,390 shares
    Change vs previous 13F -208 shares

    0.38% of the 13F portfolio, value $1,076,868.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment Management, 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 4,598 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,102,107.

    13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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