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Independent Advisor Alliance: JPM position timeline

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

Independent Advisor Alliance held 134,957 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,957 shares
    Change vs previous 13F +4,113 shares

    1.03% of the 13F portfolio, value $44,175,633.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 130,844 shares
    Change vs previous 13F -41,939 shares

    0.41% of the 13F portfolio, value $38,489,083.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 172,783 shares
    Change vs previous 13F -4,466 shares

    1.35% of the 13F portfolio, value $55,674,164.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 177,249 shares
    Change vs previous 13F +3,632 shares

    1.45% of the 13F portfolio, value $55,909,531.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 173,617 shares
    Change vs previous 13F -11,762 shares

    1.45% of the 13F portfolio, value $50,333,188.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 185,379 shares
    Change vs previous 13F +3,933 shares

    1.5% of the 13F portfolio, value $45,473,520.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 181,446 shares
    Change vs previous 13F +11,127 shares

    0.58% of the 13F portfolio, value $43,494,305.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 170,319 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $35,913,344.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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