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Atlanta Consulting Group Advisors, LLC: JPM position timeline

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

Atlanta Consulting Group Advisors, LLC held 45,339 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,339 shares
    Change vs previous 13F +374 shares

    2.35% of the 13F portfolio, value $14,840,909.

    13F-HR 0001420506-26-001758 filed by Atlanta Consulting Group Advisors, 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 44,965 shares
    Change vs previous 13F -3,485 shares

    2.84% of the 13F portfolio, value $13,226,989.

    13F-HR 0001420506-26-001096 filed by Atlanta Consulting Group Advisors, 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 48,450 shares
    Change vs previous 13F +972 shares

    3.54% of the 13F portfolio, value $15,611,652.

    13F-HR 0001420506-26-000296 filed by Atlanta Consulting Group Advisors, 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 47,478 shares
    Change vs previous 13F +238 shares

    3.66% of the 13F portfolio, value $14,976,076.

    13F-HR 0001420506-25-003012 filed by Atlanta Consulting Group Advisors, 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 47,240 shares
    Change vs previous 13F -3,461 shares

    3.75% of the 13F portfolio, value $13,695,432.

    13F-HR 0001420506-25-001779 filed by Atlanta Consulting Group Advisors, 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 50,701 shares
    Change vs previous 13F -676 shares

    3.63% of the 13F portfolio, value $12,437,026.

    13F-HR 0001420506-25-001248 filed by Atlanta Consulting Group Advisors, 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/A 51,377 shares
    Change vs previous 13F -402 shares

    4.54% of the 13F portfolio, value $12,315,650.

    13F-HR/A 0001420506-25-001324 filed by Atlanta Consulting Group Advisors, 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 51,779 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $10,918,181.

    13F-HR 0001420506-24-002239 filed by Atlanta Consulting Group Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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