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Disclosery

Altman Advisors, Inc.: JPM position timeline

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

Altman Advisors, Inc. held 7,290 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,290 shares
    Change vs previous 13F -84 shares

    0.86% of the 13F portfolio, value $2,386,093.

    13F-HR 0001731671-26-000003 filed by Altman Advisors, Inc.
    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 7,374 shares
    Change vs previous 13F -1,667 shares

    0.9% of the 13F portfolio, value $2,168,997.

    13F-HR 0001731671-26-000002 filed by Altman Advisors, Inc.
    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 9,041 shares
    Change vs previous 13F -100 shares

    1.1% of the 13F portfolio, value $2,913,348.

    13F-HR 0001731671-26-000001 filed by Altman Advisors, Inc.
    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/A 9,141 shares
    Change vs previous 13F -24 shares

    1.1% of the 13F portfolio, value $2,883,487.

    13F-HR/A 0001731671-25-000003 filed by Altman Advisors, Inc.
    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 9,165 shares
    Change vs previous 13F +67 shares

    1.09% of the 13F portfolio, value $2,661,726.

    13F-HR 0001085146-25-004680 filed by Altman Advisors, Inc.
    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 9,098 shares
    Change vs previous 13F +61 shares

    1.03% of the 13F portfolio, value $2,225,652.

    13F-HR 0001085146-25-002563 filed by Altman Advisors, Inc.
    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 9,037 shares
    Change vs previous 13F +70 shares

    0.92% of the 13F portfolio, value $2,166,336.

    13F-HR 0001085146-25-001263 filed by Altman Advisors, Inc.
    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 8,967 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,890,839.

    13F-HR 0001085146-24-005473 filed by Altman Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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