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Disclosery

KPP Advisory Services LLC: JPM position timeline

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

KPP Advisory Services LLC held 20,441 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,441 shares
    Change vs previous 13F +1,156 shares

    0.85% of the 13F portfolio, value $6,690,925.

    13F-HR 0002085853-26-000853 filed by KPP Advisory Services 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 19,285 shares
    Change vs previous 13F +1,420 shares

    0.82% of the 13F portfolio, value $5,672,802.

    13F-HR 0002085853-26-000495 filed by KPP Advisory Services 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 17,865 shares
    Change vs previous 13F +780 shares

    0.84% of the 13F portfolio, value $5,756,367.

    13F-HR 0002085853-26-000162 filed by KPP Advisory Services 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 17,085 shares
    Change vs previous 13F -1,046 shares

    0.8% of the 13F portfolio, value $5,389,228.

    13F-HR 0002085853-25-000214 filed by KPP Advisory Services 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/A 18,131 shares
    Change vs previous 13F +1,114 shares

    0.87% of the 13F portfolio, value $5,256,346.

    13F-HR/A 0001667731-25-001015 filed by KPP Advisory Services 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 17,017 shares
    Change vs previous 13F +3,667 shares

    0.79% of the 13F portfolio, value $4,174,254.

    13F-HR 0001667731-25-000500 filed by KPP Advisory Services 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 13,350 shares
    Change vs previous 13F +214 shares

    0.75% of the 13F portfolio, value $3,200,050.

    13F-HR 0001667731-25-000119 filed by KPP Advisory Services 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 13,136 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,769,899.

    13F-HR 0001989349-24-000002 filed by KPP Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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