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Disclosery

Aviance Capital Partners, LLC: JPM position timeline

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

Aviance Capital Partners, LLC held 83,837 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,837 shares
    Change vs previous 13F +2,710 shares

    2.85% of the 13F portfolio, value $27,442,317.

    13F-HR 0001542383-26-000005 filed by Aviance Capital Partners, 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 81,127 shares
    Change vs previous 13F -1,184 shares

    2.79% of the 13F portfolio, value $23,864,324.

    13F-HR 0001542383-26-000003 filed by Aviance Capital Partners, 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 82,311 shares
    Change vs previous 13F -793 shares

    3.06% of the 13F portfolio, value $26,522,203.

    13F-HR 0001542383-26-000001 filed by Aviance Capital Partners, 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 83,104 shares
    Change vs previous 13F +692 shares

    3.11% of the 13F portfolio, value $26,213,578.

    13F-HR 0001542383-25-000002 filed by Aviance Capital Partners, 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 82,412 shares
    Change vs previous 13F -488 shares

    3.12% of the 13F portfolio, value $23,891,990.

    13F-HR 0001085146-25-004506 filed by Aviance Capital Partners, 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 82,900 shares
    Change vs previous 13F +235 shares

    2.86% of the 13F portfolio, value $20,335,478.

    13F-HR 0001085146-25-002406 filed by Aviance Capital Partners, 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 82,665 shares
    Change vs previous 13F -825 shares

    2.74% of the 13F portfolio, value $19,815,699.

    13F-HR 0001085146-25-000867 filed by Aviance Capital Partners, 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 83,490 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $17,600,809.

    13F-HR 0001085146-24-005434 filed by Aviance Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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