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Disclosery

DOLIVER ADVISORS, LP: JPM position timeline

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

DOLIVER ADVISORS, LP held 20,995 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 20,995 shares
    Change vs previous 13F -807 shares

    1.53% of the 13F portfolio, value $6,945,714.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,802 shares
    Change vs previous 13F -25 shares

    1.62% of the 13F portfolio, value $7,136,516.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 21,827 shares
    Change vs previous 13F +1,354 shares

    1.46% of the 13F portfolio, value $6,420,491.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,473 shares
    Change vs previous 13F +2,030 shares

    1.65% of the 13F portfolio, value $6,596,760.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 18,443 shares
    Change vs previous 13F -757 shares

    1.51% of the 13F portfolio, value $5,817,597.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 19,200 shares
    Change vs previous 13F -1,446 shares

    1.52% of the 13F portfolio, value $5,566,250.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 20,646 shares
    Change vs previous 13F -276 shares

    1.42% of the 13F portfolio, value $5,064,545.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,922 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $5,015,179.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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