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INSPIRION WEALTH ADVISORS, LLC: JPM position timeline

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

INSPIRION WEALTH ADVISORS, LLC held 4,920 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,920 shares
    Change vs previous 13F +6 shares

    0.18% of the 13F portfolio, value $1,627,756.

    13F-HR 0001085146-26-000823 filed by INSPIRION WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,914 shares
    Change vs previous 13F -54 shares

    0.19% of the 13F portfolio, value $1,641,636.

    13F-HR 0001633448-26-000005 filed by INSPIRION WEALTH 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 ended2026-03-31
    13F 4,968 shares
    Change vs previous 13F -8 shares

    0.18% of the 13F portfolio, value $1,461,429.

    13F-HR 0001633448-26-000003 filed by INSPIRION WEALTH 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 ended2025-12-31
    13F 4,976 shares
    Change vs previous 13F +2,062 shares

    0.2% of the 13F portfolio, value $1,603,425.

    13F-HR 0001633448-26-000001 filed by INSPIRION WEALTH 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 ended2025-09-30
    13F 2,914 shares
    Change vs previous 13F -1,623 shares

    0.09% of the 13F portfolio, value $614,383.

    13F-HR 0001085146-25-005788 filed by INSPIRION WEALTH 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 ended2025-06-30
    13F 4,537 shares
    Change vs previous 13F +119 shares

    0.17% of the 13F portfolio, value $1,315,225.

    13F-HR 0001085146-25-003619 filed by INSPIRION WEALTH 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 ended2025-03-31
    13F 4,418 shares
    Change vs previous 13F +1,504 shares

    0.15% of the 13F portfolio, value $1,083,852.

    13F-HR 0001085146-25-001972 filed by INSPIRION WEALTH 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 ended2024-12-31
    13F 2,914 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $708,533.

    13F-HR 0001085146-25-000197 filed by INSPIRION WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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