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Disclosery

DOVER ADVISORS, LLC: JPM position timeline

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

DOVER ADVISORS, LLC held 22,128 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,128 shares
    Change vs previous 13F +283 shares

    2.92% of the 13F portfolio, value $7,130,244.

    13F-HR 0001951757-26-001145 filed by DOVER 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 21,845 shares
    Change vs previous 13F -675 shares

    2.66% of the 13F portfolio, value $6,425,896.

    13F-HR 0001951757-26-000539 filed by DOVER 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 22,520 shares
    Change vs previous 13F -649 shares

    2.81% of the 13F portfolio, value $7,256,554.

    13F-HR 0001951757-26-000413 filed by DOVER 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 23,169 shares
    Change vs previous 13F -7 shares

    2.91% of the 13F portfolio, value $7,308,228.

    13F-HR 0001951757-25-001361 filed by DOVER 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 23,176 shares
    Change vs previous 13F -3,315 shares

    2.96% of the 13F portfolio, value $6,718,869.

    13F-HR 0001951757-25-000579 filed by DOVER 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 26,491 shares
    Change vs previous 13F +8,891 shares

    2.83% of the 13F portfolio, value $6,498,299.

    13F-HR 0001951757-25-000378 filed by DOVER 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 17,600 shares
    Change vs previous 13F -41 shares

    2.42% of the 13F portfolio, value $4,218,896.

    13F-HR 0001951757-25-000178 filed by DOVER 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 17,641 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,719,781.

    13F-HR 0001951757-24-001031 filed by DOVER ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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