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Disclosery

Capital Asset Advisory Services LLC: JPM position timeline

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

Capital Asset Advisory Services LLC held 31,760 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,760 shares
    Change vs previous 13F +1,424 shares

    0.38% of the 13F portfolio, value $10,395,954.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services 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 30,336 shares
    Change vs previous 13F -2,271 shares

    0.37% of the 13F portfolio, value $9,616,177.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services 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 32,607 shares
    Change vs previous 13F -482 shares

    0.44% of the 13F portfolio, value $10,910,478.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services 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 33,089 shares
    Change vs previous 13F +507 shares

    0.45% of the 13F portfolio, value $10,437,230.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services 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 32,582 shares
    Change vs previous 13F -2,161 shares

    0.44% of the 13F portfolio, value $9,462,180.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services 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 34,743 shares
    Change vs previous 13F -4,816 shares

    0.44% of the 13F portfolio, value $8,540,415.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services 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 39,559 shares
    Change vs previous 13F +157 shares

    0.47% of the 13F portfolio, value $9,623,992.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services 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 39,402 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $8,303,973.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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