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IPG Investment Advisors LLC: JPM position timeline

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

IPG Investment Advisors LLC held 14,009 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 14,009 shares
    Change vs previous 13F 0 shares

    0.66% of the 13F portfolio, value $4,585,566.

    13F-HR 0001602237-26-000006 filed by IPG 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 14,009 shares
    Change vs previous 13F +1,556 shares

    0.71% of the 13F portfolio, value $4,120,887.

    13F-HR 0001602237-26-000004 filed by IPG 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 12,453 shares
    Change vs previous 13F -5,491 shares

    0.7% of the 13F portfolio, value $4,012,606.

    13F-HR 0001602237-26-000002 filed by IPG 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 17,944 shares
    Change vs previous 13F +132 shares

    1.01% of the 13F portfolio, value $5,660,076.

    13F-HR 0001602237-25-000009 filed by IPG 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 17,812 shares
    Change vs previous 13F -917 shares

    1.01% of the 13F portfolio, value $5,163,877.

    13F-HR 0001602237-25-000007 filed by IPG 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 18,729 shares
    Change vs previous 13F +12,108 shares

    1.04% of the 13F portfolio, value $4,594,224.

    13F-HR 0001602237-25-000004 filed by IPG 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 6,621 shares
    Change vs previous 13F -7,534 shares

    0.36% of the 13F portfolio, value $1,587,120.

    13F-HR 0001602237-25-000002 filed by IPG 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 14,155 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,984,723.

    13F-HR 0001602237-24-000008 filed by IPG Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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