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Capital Investment Advisors, LLC: JPM position timeline

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

Capital Investment Advisors, LLC held 235,686 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 235,686 shares
    Change vs previous 13F +2,147 shares

    1.02% of the 13F portfolio, value $77,147,045.

    13F-HR 0001062993-26-004077 filed by Capital 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/A 233,539 shares
    Change vs previous 13F +216 shares

    1.01% of the 13F portfolio, value $68,697,744.

    13F-HR/A 0001062993-26-002034 filed by Capital 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 233,323 shares
    Change vs previous 13F +1,955 shares

    1.15% of the 13F portfolio, value $75,181,254.

    13F-HR 0001062993-26-000231 filed by Capital 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 231,368 shares
    Change vs previous 13F +2,060 shares

    1.2% of the 13F portfolio, value $72,980,441.

    13F-HR 0001062993-25-016276 filed by Capital 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/A 229,308 shares
    Change vs previous 13F +5,220 shares

    1.19% of the 13F portfolio, value $66,478,602.

    13F-HR/A 0001062993-25-012960 filed by Capital 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 224,088 shares
    Change vs previous 13F +5,820 shares

    1.08% of the 13F portfolio, value $54,968,886.

    13F-HR 0001062993-25-007411 filed by Capital 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 218,268 shares
    Change vs previous 13F +407 shares

    1.07% of the 13F portfolio, value $52,321,105.

    13F-HR 0001062993-25-000712 filed by Capital 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 217,861 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $45,938,259.

    13F-HR 0001062993-24-017756 filed by Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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