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FRANKLIN STREET ADVISORS INC /NC: JPM position timeline

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

FRANKLIN STREET ADVISORS INC /NC held 151,956 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 151,956 shares
    Change vs previous 13F -2,200 shares

    2.77% of the 13F portfolio, value $50,271,697.

    13F-HR 0001010873-26-000006 filed by FRANKLIN STREET ADVISORS INC /NC
    Accepted , ingested

  2. period ended2026-06-30
    13F 154,156 shares
    Change vs previous 13F +10,733 shares

    2.82% of the 13F portfolio, value $50,459,883.

    13F-HR 0001010873-26-000004 filed by FRANKLIN STREET ADVISORS INC /NC
    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 143,423 shares
    Change vs previous 13F -3,138 shares

    2.59% of the 13F portfolio, value $42,189,216.

    13F-HR 0001010873-26-000003 filed by FRANKLIN STREET ADVISORS INC /NC
    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 146,561 shares
    Change vs previous 13F +10 shares

    2.69% of the 13F portfolio, value $47,225,017.

    13F-HR 0001010873-26-000001 filed by FRANKLIN STREET ADVISORS INC /NC
    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 146,551 shares
    Change vs previous 13F +829 shares

    2.66% of the 13F portfolio, value $46,226,626.

    13F-HR 0001010873-25-000007 filed by FRANKLIN STREET ADVISORS INC /NC
    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 145,722 shares
    Change vs previous 13F -3,827 shares

    2.62% of the 13F portfolio, value $42,246,000.

    13F-HR 0001010873-25-000004 filed by FRANKLIN STREET ADVISORS INC /NC
    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 149,549 shares
    Change vs previous 13F -795 shares

    2.59% of the 13F portfolio, value $36,684,000.

    13F-HR 0001010873-25-000002 filed by FRANKLIN STREET ADVISORS INC /NC
    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 150,344 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $36,039,000.

    13F-HR 0001010873-25-000001 filed by FRANKLIN STREET ADVISORS INC /NC
    Filed (acceptance time not in the bulk data set), ingested

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