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American Capital Advisory, LLC: JPM position timeline

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

American Capital Advisory, LLC held 2,995 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,995 shares
    Change vs previous 13F -42 shares

    0.36% of the 13F portfolio, value $980,354.

    13F-HR 0002018007-26-000003 filed by American Capital Advisory, 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 3,037 shares
    Change vs previous 13F -342 shares

    0.36% of the 13F portfolio, value $893,364.

    13F-HR 0002018007-26-000002 filed by American Capital Advisory, 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 3,379 shares
    Change vs previous 13F +17 shares

    0.47% of the 13F portfolio, value $1,088,782.

    13F-HR 0002018007-26-000001 filed by American Capital Advisory, 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 3,362 shares
    Change vs previous 13F -220 shares

    0.49% of the 13F portfolio, value $1,060,476.

    13F-HR 0002018007-25-000005 filed by American Capital Advisory, 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 3,582 shares
    Change vs previous 13F -113 shares

    0.52% of the 13F portfolio, value $1,038,458.

    13F-HR 0002018007-25-000004 filed by American Capital Advisory, 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 3,695 shares
    Change vs previous 13F +190 shares

    0.49% of the 13F portfolio, value $906,384.

    13F-HR 0002018007-25-000003 filed by American Capital Advisory, 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 3,505 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $840,184.

    13F-HR 0002018007-25-000001 filed by American Capital Advisory, 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 3,505 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $739,065.

    13F-HR 0002018007-24-000005 filed by American Capital Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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