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Disclosery

Carson Advisory Inc.: JPM position timeline

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

Carson Advisory Inc. held 8,963 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,963 shares
    Change vs previous 13F -11 shares

    1.35% of the 13F portfolio, value $2,933,715.

    13F-HR 0001909304-26-000005 filed by Carson Advisory 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 8,974 shares
    Change vs previous 13F -100 shares

    1.37% of the 13F portfolio, value $2,639,772.

    13F-HR 0001909304-26-000003 filed by Carson Advisory 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 9,074 shares
    Change vs previous 13F -489 shares

    1.52% of the 13F portfolio, value $2,923,919.

    13F-HR 0001909304-26-000001 filed by Carson Advisory 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 9,563 shares
    Change vs previous 13F -370 shares

    1.63% of the 13F portfolio, value $3,016,355.

    13F-HR 0001909304-25-000006 filed by Carson Advisory 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 9,933 shares
    Change vs previous 13F -50 shares

    1.83% of the 13F portfolio, value $2,879,699.

    13F-HR 0001909304-25-000004 filed by Carson Advisory 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 9,983 shares
    Change vs previous 13F -67 shares

    1.65% of the 13F portfolio, value $2,448,916.

    13F-HR 0001909304-25-000002 filed by Carson Advisory 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 10,050 shares
    Change vs previous 13F -660 shares

    1.68% of the 13F portfolio, value $2,408,967.

    13F-HR 0001909304-25-000001 filed by Carson Advisory 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 10,710 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,258,352.

    13F-HR 0001909304-24-000005 filed by Carson Advisory Inc.
    Filed (acceptance time not in the bulk data set), ingested

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