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Disclosery

Bay Capital Advisors, LLC: JPM position timeline

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

Bay Capital Advisors, LLC held 8,380 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,380 shares
    Change vs previous 13F -18 shares

    1.47% of the 13F portfolio, value $2,743,126.

    13F-HR 0002055414-26-000003 filed by Bay Capital 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 8,398 shares
    Change vs previous 13F -50 shares

    1.52% of the 13F portfolio, value $2,470,446.

    13F-HR 0002055414-26-000002 filed by Bay Capital 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 8,448 shares
    Change vs previous 13F 0 shares

    1.66% of the 13F portfolio, value $2,722,213.

    13F-HR 0002055414-26-000001 filed by Bay Capital 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 8,448 shares
    Change vs previous 13F -13 shares

    1.74% of the 13F portfolio, value $2,664,849.

    13F-HR 0002055414-25-000008 filed by Bay Capital 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 8,461 shares
    Change vs previous 13F +4 shares

    1.87% of the 13F portfolio, value $2,453,018.

    13F-HR 0002055414-25-000005 filed by Bay Capital 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 8,457 shares
    Change vs previous 13F 0 shares

    1.73% of the 13F portfolio, value $2,074,577.

    13F-HR 0002055414-25-000003 filed by Bay Capital 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 8,457 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $2,027,301.

    13F-HR 0002055414-25-000001 filed by Bay Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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