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Disclosery

Efficient Advisors, LLC: JPM position timeline

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

Efficient Advisors, LLC held 2,214 JPM shares at 2026-03-31 per its 13F-HR filed 2026-04-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,214 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $651,270.

    13F-HR 0001542164-26-000002 filed by Efficient 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 ended2025-12-31
    13F/A 2,214 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $713,395.

    13F-HR/A 0001765380-26-000006 filed by Efficient 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 ended2025-09-30
    13F 2,214 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $698,362.

    13F-HR 0001542164-25-000003 filed by Efficient Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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