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Cadent Capital Advisors, LLC: JPM position timeline

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

Cadent Capital Advisors, LLC held 5,215 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,215 shares
    Change vs previous 13F +7 shares

    0.37% of the 13F portfolio, value $1,725,410.

    13F-HR 0001803536-26-000004 filed by Cadent Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,208 shares
    Change vs previous 13F +975 shares

    0.35% of the 13F portfolio, value $1,704,887.

    13F-HR 0001803536-26-000003 filed by Cadent 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 ended2026-03-31
    13F 4,233 shares
    Change vs previous 13F +4 shares

    0.33% of the 13F portfolio, value $1,245,046.

    13F-HR 0001803536-26-000002 filed by Cadent 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 ended2025-12-31
    13F 4,229 shares
    Change vs previous 13F -20 shares

    0.36% of the 13F portfolio, value $1,362,636.

    13F-HR 0001803536-26-000001 filed by Cadent 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 ended2025-09-30
    13F 4,249 shares
    Change vs previous 13F +2,393 shares

    0.36% of the 13F portfolio, value $1,340,361.

    13F-HR 0001803536-25-000005 filed by Cadent 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 ended2025-06-30
    13F 1,856 shares
    Change vs previous 13F -75 shares

    0.18% of the 13F portfolio, value $538,019.

    13F-HR 0001803536-25-000004 filed by Cadent 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 ended2025-03-31
    13F 1,931 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $473,565.

    13F-HR 0001803536-25-000003 filed by Cadent Capital 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 ended2024-12-31
    13F 1,926 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $461,754.

    13F-HR 0001803536-25-000001 filed by Cadent Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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