Archvest Wealth Advisors, Inc.: JPM position timeline

Archvest Wealth Advisors, Inc. held 1,130 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,130 shares

   Change vs previous 13F +302 shares

   0.21% of the 13F portfolio, value $369,981.

   13F-HR 0001910174-26-000004 filed by Archvest Wealth Advisors, Inc.
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 828 shares

   Change vs previous 13F -60 shares

   0.16% of the 13F portfolio, value $243,489.

   13F-HR 0001910174-26-000003 filed by Archvest Wealth Advisors, Inc.
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 888 shares

   Change vs previous 13F +54 shares

   0.18% of the 13F portfolio, value $286,244.

   13F-HR/A 0001910174-26-000002 filed by Archvest Wealth Advisors, Inc.
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 834 shares

   Change vs previous 13F +22 shares

   0.23% of the 13F portfolio, value $263,192.

   13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, Inc.
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 812 shares

   Change vs previous 13F not available

   0.21% of the 13F portfolio, value $235,285.

   13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, Inc.
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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