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Benchmark Investment Advisors LLC: JPM position timeline

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

Benchmark Investment Advisors LLC held 8,840 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,840 shares
    Change vs previous 13F -146 shares

    1.27% of the 13F portfolio, value $2,893,574.

    13F-HR 0001104659-26-095032 filed by Benchmark Investment 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 8,986 shares
    Change vs previous 13F +1,410 shares

    1.54% of the 13F portfolio, value $2,643,429.

    13F-HR 0001104659-26-060063 filed by Benchmark Investment 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 ended2025-09-30
    13F 7,576 shares
    Change vs previous 13F -2,228 shares

    1.39% of the 13F portfolio, value $2,389,794.

    13F-HR 0001104659-25-111202 filed by Benchmark Investment 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 ended2025-03-31
    13F 9,804 shares
    Change vs previous 13F +2,529 shares

    1.56% of the 13F portfolio, value $2,404,871.

    13F-HR 0001104659-25-049175 filed by Benchmark Investment 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 ended2024-12-31
    13F 7,275 shares
    Change vs previous 13F +49 shares

    1.13% of the 13F portfolio, value $1,743,792.

    13F-HR 0001104659-25-012608 filed by Benchmark Investment 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 ended2024-09-30
    13F 7,226 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $1,523,698.

    13F-HR 0001104659-24-117601 filed by Benchmark Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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