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Disclosery

Aviso Financial Inc.: JPM position timeline

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

Aviso Financial Inc. held 228,890 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 228,890 shares
    Change vs previous 13F -3,903 shares

    2.61% of the 13F portfolio, value $74,922,563.

    13F-HR 0002033534-26-000006 filed by Aviso Financial Inc.
    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 232,793 shares
    Change vs previous 13F +3,878 shares

    2.43% of the 13F portfolio, value $68,478,388.

    13F-HR 0002033534-26-000005 filed by Aviso Financial Inc.
    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 228,915 shares
    Change vs previous 13F +66,044 shares

    2.8% of the 13F portfolio, value $73,760,991.

    13F-HR 0002033534-26-000004 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 162,871 shares
    Change vs previous 13F +4,204 shares

    2.09% of the 13F portfolio, value $51,374,399.

    13F-HR 0002033534-25-000008 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 158,667 shares
    Change vs previous 13F +3,881 shares

    2.07% of the 13F portfolio, value $45,999,149.

    13F-HR 0002033536-25-000067 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 154,786 shares
    Change vs previous 13F +141,557 shares

    1.87% of the 13F portfolio, value $37,969,005.

    13F-HR 0002033536-25-000005 filed by Aviso Financial Inc.
    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 13,229 shares
    Change vs previous 13F +1,357 shares

    0.16% of the 13F portfolio, value $3,171,124.

    13F-HR 0002033534-25-000001 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,872 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,503,330.

    13F-HR 0002033534-24-000003 filed by Aviso Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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