Skip to content
Disclosery

CENTRAL VALLEY ADVISORS, LLC: JPM position timeline

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

CENTRAL VALLEY ADVISORS, LLC held 14,243 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,243 shares
    Change vs previous 13F -276 shares

    1.2% of the 13F portfolio, value $4,662,430.

    13F-HR 0001085146-26-000523 filed by CENTRAL VALLEY 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 14,519 shares
    Change vs previous 13F -6,147 shares

    1.17% of the 13F portfolio, value $4,271,092.

    13F-HR 0001085146-26-000337 filed by CENTRAL VALLEY 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 20,666 shares
    Change vs previous 13F -754 shares

    1.99% of the 13F portfolio, value $6,659,423.

    13F-HR 0001085146-26-000068 filed by CENTRAL VALLEY 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 21,420 shares
    Change vs previous 13F +1,288 shares

    2.09% of the 13F portfolio, value $6,756,897.

    13F-HR 0001085146-25-005853 filed by CENTRAL VALLEY 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 20,132 shares
    Change vs previous 13F -340 shares

    1.99% of the 13F portfolio, value $5,836,837.

    13F-HR 0001085146-25-003670 filed by CENTRAL VALLEY 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 20,472 shares
    Change vs previous 13F -2,683 shares

    1.9% of the 13F portfolio, value $5,021,760.

    13F-HR 0001085146-25-002092 filed by CENTRAL VALLEY 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 23,155 shares
    Change vs previous 13F +53 shares

    2.52% of the 13F portfolio, value $5,550,696.

    13F-HR 0001085146-25-000222 filed by CENTRAL VALLEY 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 23,102 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $4,871,191.

    13F-HR 0001085146-24-004638 filed by CENTRAL VALLEY ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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