Skip to content
Disclosery

Capital Investment Advisory Services, LLC: JPM position timeline

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

Capital Investment Advisory Services, LLC held 29,679 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,679 shares
    Change vs previous 13F +2,280 shares

    0.6% of the 13F portfolio, value $9,714,806.

    13F-HR 0001398344-26-012544 filed by Capital Investment 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 27,399 shares
    Change vs previous 13F +302 shares

    0.59% of the 13F portfolio, value $8,059,625.

    13F-HR 0001398344-26-008261 filed by Capital Investment 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 27,097 shares
    Change vs previous 13F +281 shares

    0.62% of the 13F portfolio, value $8,731,257.

    13F-HR 0001398344-26-000986 filed by Capital Investment 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 26,816 shares
    Change vs previous 13F +90 shares

    0.67% of the 13F portfolio, value $8,458,719.

    13F-HR 0001398344-25-020350 filed by Capital Investment 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 26,726 shares
    Change vs previous 13F +3,049 shares

    0.63% of the 13F portfolio, value $7,748,201.

    13F-HR 0001398344-25-014775 filed by Capital Investment 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 23,677 shares
    Change vs previous 13F +534 shares

    0.52% of the 13F portfolio, value $5,807,912.

    13F-HR 0001398344-25-007997 filed by Capital Investment 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 23,143 shares
    Change vs previous 13F +493 shares

    0.53% of the 13F portfolio, value $5,547,518.

    13F-HR 0001398344-25-000974 filed by Capital Investment 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 22,650 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,776,076.

    13F-HR 0001398344-24-019637 filed by Capital Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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