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Disclosery

Clearstead Advisors, LLC: JPM position timeline

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

Clearstead Advisors, LLC held 263,732 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 263,732 shares
    Change vs previous 13F -26,197 shares

    0.82% of the 13F portfolio, value $86,326,976.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 289,929 shares
    Change vs previous 13F +29,997 shares

    0.78% of the 13F portfolio, value $85,285,455.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 259,932 shares
    Change vs previous 13F +3,014 shares

    1.06% of the 13F portfolio, value $83,755,350.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 256,918 shares
    Change vs previous 13F -7,267 shares

    1.18% of the 13F portfolio, value $81,039,551.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 264,185 shares
    Change vs previous 13F +11,416 shares

    1.08% of the 13F portfolio, value $76,589,868.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 252,769 shares
    Change vs previous 13F -1,344 shares

    0.96% of the 13F portfolio, value $62,004,127.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 254,113 shares
    Change vs previous 13F +3,708 shares

    0.93% of the 13F portfolio, value $60,913,541.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 250,405 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $52,800,261.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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