Skip to content
Disclosery

Herold Advisors, Inc.: JPM position timeline

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

Herold Advisors, Inc. held 29,211 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,211 shares
    Change vs previous 13F +309 shares

    1.89% of the 13F portfolio, value $9,559,000.

    13F-HR 0001172661-26-002737 filed by Herold 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 ended2026-03-31
    13F 28,902 shares
    Change vs previous 13F +85 shares

    1.87% of the 13F portfolio, value $8,501,670.

    13F-HR 0001172661-26-001982 filed by Herold 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 ended2025-12-31
    13F 28,817 shares
    Change vs previous 13F -196 shares

    2.07% of the 13F portfolio, value $9,285,081.

    13F-HR 0001172661-26-001090 filed by Herold 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 ended2025-09-30
    13F 29,013 shares
    Change vs previous 13F +588 shares

    2.12% of the 13F portfolio, value $9,152,653.

    13F-HR 0001172661-25-004762 filed by Herold Advisors, Inc.
    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 28,425 shares
    Change vs previous 13F -1,971 shares

    1.73% of the 13F portfolio, value $8,240,723.

    13F-HR 0001172661-25-003383 filed by Herold Advisors, Inc.
    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 30,396 shares
    Change vs previous 13F +160 shares

    1.64% of the 13F portfolio, value $7,456,918.

    13F-HR 0001172661-25-001744 filed by Herold Advisors, Inc.
    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 30,236 shares
    Change vs previous 13F -1,191 shares

    1.58% of the 13F portfolio, value $7,248,686.

    13F-HR 0001172661-25-001072 filed by Herold Advisors, Inc.
    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 31,427 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $6,627,721.

    13F-HR 0001172661-24-005010 filed by Herold Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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