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Investment Research & Advisory Group, Inc.: JPM position timeline

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

Investment Research & Advisory Group, Inc. held 25,929 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,929 shares
    Change vs previous 13F +55 shares

    2.63% of the 13F portfolio, value $8,513,819.

    13F-HR 0001802136-26-000004 filed by Investment Research & Advisory Group, 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 25,874 shares
    Change vs previous 13F +82 shares

    2.67% of the 13F portfolio, value $7,631,437.

    13F-HR 0001802136-26-000003 filed by Investment Research & Advisory Group, 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 25,792 shares
    Change vs previous 13F +19 shares

    2.76% of the 13F portfolio, value $8,328,645.

    13F-HR 0001802136-26-000001 filed by Investment Research & Advisory Group, 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 25,773 shares
    Change vs previous 13F +165 shares

    2.76% of the 13F portfolio, value $8,147,278.

    13F-HR 0001802136-25-000006 filed by Investment Research & Advisory Group, 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 25,608 shares
    Change vs previous 13F +147 shares

    2.77% of the 13F portfolio, value $7,424,106.

    13F-HR 0001802136-25-000004 filed by Investment Research & Advisory Group, 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 25,461 shares
    Change vs previous 13F +117 shares

    2.61% of the 13F portfolio, value $6,245,619.

    13F-HR 0001802136-25-000003 filed by Investment Research & Advisory Group, 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 25,344 shares
    Change vs previous 13F -97 shares

    2.52% of the 13F portfolio, value $6,075,229.

    13F-HR 0001802136-25-000001 filed by Investment Research & Advisory Group, 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 25,441 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $5,364,489.

    13F-HR 0001802136-24-000005 filed by Investment Research & Advisory Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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