AssuredPartners Investment Advisors, LLC: JPM position timeline

AssuredPartners Investment Advisors, LLC held 39,170 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 39,170 shares

   Change vs previous 13F -1,250 shares

   1.24% of the 13F portfolio, value $12,821,527.

   13F-HR 0002085853-26-000967 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-08-10 (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 40,420 shares

   Change vs previous 13F +12,505 shares

   1.3% of the 13F portfolio, value $11,941,989.

   13F-HR 0002085853-26-000348 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-04-13 (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 27,915 shares

   Change vs previous 13F +1,868 shares

   1.34% of the 13F portfolio, value $8,994,909.

   13F-HR 0002085853-26-000171 filed by AssuredPartners Investment Advisors, LLC
   Filed 2026-02-03 (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 26,047 shares

   Change vs previous 13F +145 shares

   1.83% of the 13F portfolio, value $8,215,924.

   13F-HR 0002085853-25-000013 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-10-06 (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 25,902 shares

   Change vs previous 13F -4,068 shares

   1.84% of the 13F portfolio, value $7,509,133.

   13F-HR 0001667731-25-001002 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-07-29 (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).

6. period ended2025-03-31

   13F 29,970 shares

   Change vs previous 13F +1,375 shares

   1.42% of the 13F portfolio, value $7,351,703.

   13F-HR 0001667731-25-000487 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 28,595 shares

   Change vs previous 13F not available

   1.34% of the 13F portfolio, value $6,854,449.

   13F-HR 0001667731-25-000243 filed by AssuredPartners Investment Advisors, LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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