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Alpha Cubed Investments, LLC: JPM position timeline

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

Alpha Cubed Investments, LLC held 287,260 JPM shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 287,260 shares
    Change vs previous 13F -44,216 shares

    3.17% of the 13F portfolio, value $92,560,792.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 331,476 shares
    Change vs previous 13F -6,354 shares

    3.64% of the 13F portfolio, value $104,557,384.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 337,830 shares
    Change vs previous 13F +5,433 shares

    3.72% of the 13F portfolio, value $97,940,384.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 332,397 shares
    Change vs previous 13F +47,736 shares

    3.64% of the 13F portfolio, value $81,537,103.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 284,661 shares
    Change vs previous 13F +41,489 shares

    3.12% of the 13F portfolio, value $68,236,093.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 243,172 shares
    Change vs previous 13F +62,220 shares

    2.28% of the 13F portfolio, value $51,275,188.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 180,952 shares
    Change vs previous 13F -1,506 shares

    1.74% of the 13F portfolio, value $36,599,436.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 182,458 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $36,546,334.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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