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Disclosery

Atria Wealth Solutions, Inc.: JPM position timeline

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

Atria Wealth Solutions, Inc. held 67,471 JPM shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 67,471 shares
    Change vs previous 13F -82,054 shares

    0.44% of the 13F portfolio, value $19,648,854.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 149,525 shares
    Change vs previous 13F -19,642 shares

    0.44% of the 13F portfolio, value $36,678,341.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 169,167 shares
    Change vs previous 13F -5,508 shares

    0.44% of the 13F portfolio, value $40,550,955.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 174,675 shares
    Change vs previous 13F -6,898 shares

    0.4% of the 13F portfolio, value $36,832,077.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 181,573 shares
    Change vs previous 13F -8,676 shares

    0.41% of the 13F portfolio, value $36,724,812.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 190,249 shares
    Change vs previous 13F +12,468 shares

    0.43% of the 13F portfolio, value $38,106,970.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 177,781 shares
    Change vs previous 13F -1,985 shares

    0.38% of the 13F portfolio, value $30,240,524.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 179,766 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $26,069,730.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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