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Alta Wealth Advisors LLC: JPM position timeline

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

Alta Wealth Advisors LLC held 13,592 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,592 shares
    Change vs previous 13F -304 shares

    1.21% of the 13F portfolio, value $4,449,057.

    13F-HR 0002085853-26-000910 filed by Alta Wealth 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 13,896 shares
    Change vs previous 13F +178 shares

    1.33% of the 13F portfolio, value $4,087,692.

    13F-HR 0002085853-26-000558 filed by Alta Wealth 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 13,718 shares
    Change vs previous 13F +392 shares

    1.48% of the 13F portfolio, value $4,420,240.

    13F-HR 0002085853-26-000178 filed by Alta Wealth 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 13,326 shares
    Change vs previous 13F -296 shares

    1.51% of the 13F portfolio, value $4,203,377.

    13F-HR 0002085853-25-000217 filed by Alta Wealth 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 13,622 shares
    Change vs previous 13F +120 shares

    1.86% of the 13F portfolio, value $3,949,076.

    13F-HR 0001667731-25-000913 filed by Alta Wealth 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 13,502 shares
    Change vs previous 13F +4,876 shares

    1.52% of the 13F portfolio, value $3,311,957.

    13F-HR 0001667731-25-000508 filed by Alta Wealth 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 8,626 shares
    Change vs previous 13F +151 shares

    0.9% of the 13F portfolio, value $2,067,733.

    13F-HR 0001667731-25-000110 filed by Alta Wealth 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 8,475 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,787,002.

    13F-HR 0001843826-24-000004 filed by Alta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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