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Certified Advisory Corp: JPM position timeline

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

Certified Advisory Corp held 19,050 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,050 shares
    Change vs previous 13F +7 shares

    0.5% of the 13F portfolio, value $6,235,794.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 19,043 shares
    Change vs previous 13F +902 shares

    0.5% of the 13F portfolio, value $5,601,822.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 18,141 shares
    Change vs previous 13F +623 shares

    0.53% of the 13F portfolio, value $5,845,340.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 17,518 shares
    Change vs previous 13F -371 shares

    0.52% of the 13F portfolio, value $5,525,738.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 17,889 shares
    Change vs previous 13F -3,740 shares

    0.54% of the 13F portfolio, value $5,186,061.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 21,629 shares
    Change vs previous 13F -1,035 shares

    0.6% of the 13F portfolio, value $5,305,590.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 22,664 shares
    Change vs previous 13F -348 shares

    0.59% of the 13F portfolio, value $5,432,899.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 23,012 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,852,363.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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