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Arkadios Wealth Advisors: JPM position timeline

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

Arkadios Wealth Advisors held 208,806 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,806 shares
    Change vs previous 13F +4,895 shares

    1.05% of the 13F portfolio, value $68,348,672.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 203,911 shares
    Change vs previous 13F +11,372 shares

    0.99% of the 13F portfolio, value $59,982,244.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 192,539 shares
    Change vs previous 13F +43,107 shares

    1.23% of the 13F portfolio, value $62,040,108.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 149,432 shares
    Change vs previous 13F +21,446 shares

    1.16% of the 13F portfolio, value $47,135,295.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 127,986 shares
    Change vs previous 13F +11,918 shares

    1.12% of the 13F portfolio, value $37,104,583.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 116,068 shares
    Change vs previous 13F +30,459 shares

    1.08% of the 13F portfolio, value $28,471,643.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 85,609 shares
    Change vs previous 13F +4,928 shares

    1.12% of the 13F portfolio, value $20,521,423.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 80,681 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $17,012,386.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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