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BHK Investment Advisors, LLC: JPM position timeline

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

BHK Investment Advisors, LLC held 7,361 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,361 shares
    Change vs previous 13F -174 shares

    0.72% of the 13F portfolio, value $2,409,441.

    13F-HR 0001062993-26-003860 filed by BHK 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 7,535 shares
    Change vs previous 13F +59 shares

    0.74% of the 13F portfolio, value $2,216,555.

    13F-HR 0001062993-26-002202 filed by BHK 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 ended2025-12-31
    13F 7,476 shares
    Change vs previous 13F -452 shares

    0.79% of the 13F portfolio, value $2,408,759.

    13F-HR 0001062993-26-000570 filed by BHK 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 ended2025-09-30
    13F 7,928 shares
    Change vs previous 13F -49 shares

    0.93% of the 13F portfolio, value $2,500,704.

    13F-HR 0001062993-25-016497 filed by BHK 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 ended2025-06-30
    13F 7,977 shares
    Change vs previous 13F -773 shares

    0.91% of the 13F portfolio, value $2,312,625.

    13F-HR 0001062993-25-013744 filed by BHK 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 ended2025-03-31
    13F 8,750 shares
    Change vs previous 13F -574 shares

    0.91% of the 13F portfolio, value $2,146,331.

    13F-HR 0001062993-25-008329 filed by BHK Investment 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 9,324 shares
    Change vs previous 13F -904 shares

    0.84% of the 13F portfolio, value $2,235,019.

    13F-HR 0001062993-25-001577 filed by BHK Investment Advisors, 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 10,228 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,156,609.

    13F-HR 0001062993-24-018880 filed by BHK Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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