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ICW Investment Advisors LLC: JPM position timeline

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

ICW Investment Advisors LLC held 2,685 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,685 shares
    Change vs previous 13F +2 shares

    0.31% of the 13F portfolio, value $878,964.

    13F-HR 0001172661-26-003072 filed by ICW Investment Advisors 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 2,683 shares
    Change vs previous 13F +6 shares

    0.29% of the 13F portfolio, value $789,151.

    13F-HR 0001172661-26-001646 filed by ICW Investment Advisors 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 2,677 shares
    Change vs previous 13F +1 shares

    0.31% of the 13F portfolio, value $862,740.

    13F-HR 0001172661-26-000547 filed by ICW Investment Advisors 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 2,676 shares
    Change vs previous 13F +97 shares

    0.31% of the 13F portfolio, value $843,978.

    13F-HR 0001172661-25-004610 filed by ICW Investment Advisors 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 2,579 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $747,767.

    13F-HR 0001172661-25-003376 filed by ICW Investment Advisors 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 2,578 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $632,305.

    13F-HR 0001172661-25-002182 filed by ICW Investment Advisors 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 2,576 shares
    Change vs previous 13F +2 shares

    0.26% of the 13F portfolio, value $617,580.

    13F-HR 0001172661-25-000660 filed by ICW Investment Advisors 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 2,574 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $542,923.

    13F-HR 0001172661-24-004575 filed by ICW Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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