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Guerra Advisors Inc: JPM position timeline

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

Guerra Advisors Inc held 17,412 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 17,412 shares
    Change vs previous 13F +4,359 shares

    2.03% of the 13F portfolio, value $5,492,372.

    13F-HR 0002055363-25-000003 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 13,053 shares
    Change vs previous 13F +2,176 shares

    1.79% of the 13F portfolio, value $3,784,143.

    13F-HR 0001667731-25-001100 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 10,877 shares
    Change vs previous 13F +2,872 shares

    1.49% of the 13F portfolio, value $2,668,090.

    13F-HR 0001667731-25-000530 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,005 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,918,768.

    13F-HR 0001667731-25-000268 filed by Guerra Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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