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LAKE STREET ADVISORS GROUP, LLC: JPM position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 30,093 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 30,093 shares
    Change vs previous 13F +75 shares

    0.33% of the 13F portfolio, value $7,213,523.

    13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 30,018 shares
    Change vs previous 13F +236 shares

    0.29% of the 13F portfolio, value $6,329,621.

    13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 29,782 shares
    Change vs previous 13F -120 shares

    0.29% of the 13F portfolio, value $6,023,698.

    13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 29,902 shares
    Change vs previous 13F -192 shares

    0.28% of the 13F portfolio, value $5,989,386.

    13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 30,094 shares
    Change vs previous 13F +765 shares

    0.26% of the 13F portfolio, value $5,119,033.

    13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 29,329 shares
    Change vs previous 13F +445 shares

    0.25% of the 13F portfolio, value $4,253,000.

    13F-HR 0001724269-23-000004 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 28,884 shares
    Change vs previous 13F -677 shares

    0.23% of the 13F portfolio, value $4,201,000.

    13F-HR 0001724269-23-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 29,561 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,852,000.

    13F-HR 0001724269-23-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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