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Disclosery

AJ Advisors, LLC: JPM position timeline

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

AJ Advisors, LLC held 4,784 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,784 shares
    Change vs previous 13F +15 shares

    0.49% of the 13F portfolio, value $1,565,932.

    13F-HR 0001951167-26-000004 filed by AJ Advisors, 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 4,769 shares
    Change vs previous 13F -374 shares

    0.52% of the 13F portfolio, value $1,402,899.

    13F-HR 0001951167-26-000003 filed by AJ Advisors, 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 5,143 shares
    Change vs previous 13F -304 shares

    0.61% of the 13F portfolio, value $1,657,086.

    13F-HR 0001951167-26-000001 filed by AJ Advisors, 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 5,447 shares
    Change vs previous 13F -854 shares

    0.7% of the 13F portfolio, value $1,718,141.

    13F-HR 0001951167-25-000002 filed by AJ Advisors, 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 6,301 shares
    Change vs previous 13F -640 shares

    0.81% of the 13F portfolio, value $1,826,760.

    13F-HR 0001085146-25-004720 filed by AJ Advisors, 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 6,941 shares
    Change vs previous 13F +10 shares

    0.87% of the 13F portfolio, value $1,702,610.

    13F-HR 0001085146-25-002649 filed by AJ Advisors, 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 6,931 shares
    Change vs previous 13F -246 shares

    0.86% of the 13F portfolio, value $1,661,517.

    13F-HR 0001085146-25-000446 filed by AJ Advisors, 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 7,177 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,513,398.

    13F-HR 0001085146-24-005249 filed by AJ Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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