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Disclosery

Avior Wealth Management, LLC: JPM position timeline

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

Avior Wealth Management, LLC held 34,247 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,247 shares
    Change vs previous 13F -334 shares

    0.29% of the 13F portfolio, value $11,210,103.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, 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 34,581 shares
    Change vs previous 13F +1,470 shares

    0.29% of the 13F portfolio, value $10,172,416.

    13F-HR 0001754960-26-000212 filed by Avior Wealth Management, 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 33,111 shares
    Change vs previous 13F -2,796 shares

    0.33% of the 13F portfolio, value $10,668,880.

    13F-HR 0001754960-26-000005 filed by Avior Wealth Management, 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 35,907 shares
    Change vs previous 13F -2,577 shares

    0.36% of the 13F portfolio, value $11,326,212.

    13F-HR 0001754960-25-000798 filed by Avior Wealth Management, 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 38,484 shares
    Change vs previous 13F +329 shares

    0.39% of the 13F portfolio, value $11,156,933.

    13F-HR 0001754960-25-000419 filed by Avior Wealth Management, 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 38,155 shares
    Change vs previous 13F -4,758 shares

    0.36% of the 13F portfolio, value $9,359,310.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, 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 42,913 shares
    Change vs previous 13F -5,602 shares

    0.38% of the 13F portfolio, value $10,286,833.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, 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 48,515 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $10,230,011.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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