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Auxano Advisors, LLC: JPM position timeline

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

Auxano Advisors, LLC held 11,259 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,259 shares
    Change vs previous 13F +3 shares

    0.7% of the 13F portfolio, value $3,685,434.

    13F-HR 0001811491-26-000004 filed by Auxano 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 11,256 shares
    Change vs previous 13F -247 shares

    0.66% of the 13F portfolio, value $3,311,103.

    13F-HR 0001811491-26-000003 filed by Auxano 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 11,503 shares
    Change vs previous 13F -23 shares

    0.73% of the 13F portfolio, value $3,706,553.

    13F-HR 0001811491-26-000001 filed by Auxano 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 11,526 shares
    Change vs previous 13F +18 shares

    0.77% of the 13F portfolio, value $3,635,720.

    13F-HR 0001811491-25-000002 filed by Auxano 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 11,508 shares
    Change vs previous 13F -3 shares

    0.78% of the 13F portfolio, value $3,336,377.

    13F-HR 0001085146-25-004846 filed by Auxano 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 11,511 shares
    Change vs previous 13F -113 shares

    0.75% of the 13F portfolio, value $2,823,697.

    13F-HR 0001085146-25-002590 filed by Auxano 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 11,624 shares
    Change vs previous 13F +142 shares

    0.7% of the 13F portfolio, value $2,786,462.

    13F-HR 0001085146-25-000848 filed by Auxano 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 11,482 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,421,144.

    13F-HR 0001085146-24-005409 filed by Auxano Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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