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Disclosery

HCR Wealth Advisors: JPM position timeline

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

HCR Wealth Advisors held 31,113 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,113 shares
    Change vs previous 13F +133 shares

    0.91% of the 13F portfolio, value $10,184,404.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 30,980 shares
    Change vs previous 13F -98 shares

    0.95% of the 13F portfolio, value $9,113,267.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 31,078 shares
    Change vs previous 13F +416 shares

    0.99% of the 13F portfolio, value $10,013,959.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 30,662 shares
    Change vs previous 13F +871 shares

    0.98% of the 13F portfolio, value $9,430,224.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 29,791 shares
    Change vs previous 13F -215 shares

    1.02% of the 13F portfolio, value $8,636,976.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 30,006 shares
    Change vs previous 13F -105 shares

    0.96% of the 13F portfolio, value $7,360,548.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 30,111 shares
    Change vs previous 13F +43 shares

    0.9% of the 13F portfolio, value $7,217,945.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 30,068 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $6,340,176.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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