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Bluesphere Advisors LLC: JPM position timeline

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

Bluesphere Advisors LLC held 3,690 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,690 shares
    Change vs previous 13F -6 shares

    0.37% of the 13F portfolio, value $1,207,939.

    13F-HR 0001951757-26-001085 filed by Bluesphere 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 3,696 shares
    Change vs previous 13F -508 shares

    0.39% of the 13F portfolio, value $1,087,207.

    13F-HR 0001951757-26-000691 filed by Bluesphere 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 4,204 shares
    Change vs previous 13F +13 shares

    0.6% of the 13F portfolio, value $1,354,519.

    13F-HR 0001951757-26-000238 filed by Bluesphere 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 4,191 shares
    Change vs previous 13F +38 shares

    0.61% of the 13F portfolio, value $1,322,118.

    13F-HR 0001951757-25-001256 filed by Bluesphere 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 4,153 shares
    Change vs previous 13F -66 shares

    0.6% of the 13F portfolio, value $1,204,079.

    13F-HR 0001951757-25-000878 filed by Bluesphere 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 4,219 shares
    Change vs previous 13F -1,857 shares

    0.59% of the 13F portfolio, value $1,034,960.

    13F-HR 0001951757-25-000423 filed by Bluesphere 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 6,076 shares
    Change vs previous 13F +212 shares

    0.71% of the 13F portfolio, value $1,456,459.

    13F-HR 0001951757-25-000110 filed by Bluesphere 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 5,864 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,236,406.

    13F-HR 0001951757-24-001082 filed by Bluesphere Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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