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Disclosery

Atria Investments, Inc: JPM position timeline

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

Atria Investments, Inc held 217,663 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 217,663 shares
    Change vs previous 13F +8,123 shares

    0.7% of the 13F portfolio, value $72,009,446.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 209,540 shares
    Change vs previous 13F +845 shares

    0.69% of the 13F portfolio, value $68,588,812.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 208,695 shares
    Change vs previous 13F -6,351 shares

    0.69% of the 13F portfolio, value $61,389,735.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 215,046 shares
    Change vs previous 13F -7,168 shares

    0.79% of the 13F portfolio, value $69,292,226.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 222,214 shares
    Change vs previous 13F -16,143 shares

    0.8% of the 13F portfolio, value $70,092,931.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 238,357 shares
    Change vs previous 13F -9,322 shares

    0.82% of the 13F portfolio, value $69,102,210.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 247,679 shares
    Change vs previous 13F -15,763 shares

    0.78% of the 13F portfolio, value $60,755,612.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 263,442 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $63,149,724.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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