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Disclosery

Gladstone Institutional Advisory LLC: JPM position timeline

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

Gladstone Institutional Advisory LLC held 72,888 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,888 shares
    Change vs previous 13F +392 shares

    0.75% of the 13F portfolio, value $23,858,317.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 72,496 shares
    Change vs previous 13F -7,142 shares

    0.79% of the 13F portfolio, value $21,325,637.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 79,638 shares
    Change vs previous 13F +534 shares

    0.97% of the 13F portfolio, value $25,661,020.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 79,104 shares
    Change vs previous 13F -4,105 shares

    0.96% of the 13F portfolio, value $24,951,653.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 83,209 shares
    Change vs previous 13F +3,314 shares

    1% of the 13F portfolio, value $24,123,035.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 79,895 shares
    Change vs previous 13F -2,336 shares

    0.91% of the 13F portfolio, value $19,598,124.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 82,231 shares
    Change vs previous 13F +1,110 shares

    0.91% of the 13F portfolio, value $19,711,630.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 81,121 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $17,105,206.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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