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Cambridge Investment Research Advisors, Inc.: JPM position timeline

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

Cambridge Investment Research Advisors, Inc. held 687,077 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 687,077 shares
    Change vs previous 13F +1,752 shares

    0.5% of the 13F portfolio, value $224,901,000.

    13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, Inc.
    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 685,325 shares
    Change vs previous 13F +40,731 shares

    0.52% of the 13F portfolio, value $201,595,000.

    13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, Inc.
    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 644,594 shares
    Change vs previous 13F +4,943 shares

    0.55% of the 13F portfolio, value $207,701,000.

    13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, Inc.
    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 639,651 shares
    Change vs previous 13F +24,119 shares

    0.55% of the 13F portfolio, value $201,765,000.

    13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, Inc.
    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 615,532 shares
    Change vs previous 13F -6,134 shares

    0.54% of the 13F portfolio, value $178,449,000.

    13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, Inc.
    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 621,666 shares
    Change vs previous 13F +24,695 shares

    0.51% of the 13F portfolio, value $152,495,000.

    13F-HR 0001419186-25-000004 filed by Cambridge Investment Research Advisors, Inc.
    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 596,971 shares
    Change vs previous 13F -5,414 shares

    0.48% of the 13F portfolio, value $143,100,000.

    13F-HR 0001419186-25-000003 filed by Cambridge Investment Research Advisors, Inc.
    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 602,385 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $127,019,000.

    13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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