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Disclosery

Holland Advisory Services, Inc.: JPM position timeline

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

Holland Advisory Services, Inc. held 3,663 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 3,663 shares
    Change vs previous 13F -199 shares

    1.32% of the 13F portfolio, value $1,199,155.

    13F-HR 0001890183-26-000003 filed by Holland Advisory Services, 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 3,862 shares
    Change vs previous 13F +263 shares

    1.52% of the 13F portfolio, value $1,136,124.

    13F-HR 0001890183-26-000002 filed by Holland Advisory Services, 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 3,599 shares
    Change vs previous 13F -124 shares

    1.56% of the 13F portfolio, value $1,159,696.

    13F-HR 0001890183-26-000001 filed by Holland Advisory Services, 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 3,723 shares
    Change vs previous 13F +2 shares

    1.61% of the 13F portfolio, value $1,174,278.

    13F-HR 0001890183-25-000006 filed by Holland Advisory Services, 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 3,721 shares
    Change vs previous 13F +2 shares

    1.58% of the 13F portfolio, value $1,078,780.

    13F-HR 0001890183-25-000003 filed by Holland Advisory Services, 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 3,719 shares
    Change vs previous 13F +2 shares

    1.38% of the 13F portfolio, value $912,274.

    13F-HR 0001890183-25-000002 filed by Holland Advisory Services, 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 3,717 shares
    Change vs previous 13F +124 shares

    1.16% of the 13F portfolio, value $891,083.

    13F-HR 0001890183-25-000001 filed by Holland Advisory Services, 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 3,593 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $757,627.

    13F-HR 0001890183-24-000005 filed by Holland Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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