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Disclosery

CGN Advisors LLC: JPM position timeline

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

CGN Advisors LLC held 12,941 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,941 shares
    Change vs previous 13F +146 shares

    0.31% of the 13F portfolio, value $4,236,125.

    13F-HR 0001841506-26-000004 filed by CGN 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 12,795 shares
    Change vs previous 13F +361 shares

    0.3% of the 13F portfolio, value $3,763,751.

    13F-HR 0001841506-26-000003 filed by CGN 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 12,434 shares
    Change vs previous 13F -238 shares

    0.32% of the 13F portfolio, value $4,006,604.

    13F-HR 0001841506-26-000001 filed by CGN 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 12,672 shares
    Change vs previous 13F -433 shares

    0.33% of the 13F portfolio, value $3,997,039.

    13F-HR 0001841506-25-000008 filed by CGN 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 13,105 shares
    Change vs previous 13F +4 shares

    0.34% of the 13F portfolio, value $3,799,292.

    13F-HR 0001841506-25-000005 filed by CGN 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 13,101 shares
    Change vs previous 13F -2,393 shares

    0.31% of the 13F portfolio, value $3,213,746.

    13F-HR 0001841506-25-000002 filed by CGN 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 15,494 shares
    Change vs previous 13F -2,611 shares

    0.36% of the 13F portfolio, value $3,714,172.

    13F-HR 0001841506-25-000001 filed by CGN 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 18,105 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,817,555.

    13F-HR 0001841506-24-000008 filed by CGN Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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