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Laurel Wealth Advisors LLC: JPM position timeline

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

Laurel Wealth Advisors LLC held 55,202 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,202 shares
    Change vs previous 13F -548 shares

    1.75% of the 13F portfolio, value $18,069,281.

    13F-HR 0001757128-26-000003 filed by Laurel Wealth 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 55,750 shares
    Change vs previous 13F +32 shares

    1.66% of the 13F portfolio, value $16,841,934.

    13F-HR 0001757128-26-000002 filed by Laurel 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 ended2025-12-31
    13F 55,718 shares
    Change vs previous 13F -1,209 shares

    2.37% of the 13F portfolio, value $17,953,324.

    13F-HR 0001757128-26-000001 filed by Laurel 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 ended2025-09-30
    13F 56,927 shares
    Change vs previous 13F -973 shares

    2.51% of the 13F portfolio, value $17,956,289.

    13F-HR 0001757128-25-000008 filed by Laurel 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 ended2025-06-30
    13F/A 57,900 shares
    Change vs previous 13F -154 shares

    2.51% of the 13F portfolio, value $16,785,584.

    13F-HR/A 0001757128-25-000009 filed by Laurel 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 ended2025-03-31
    13F 58,054 shares
    Change vs previous 13F -1,555 shares

    2.23% of the 13F portfolio, value $14,240,504.

    13F-HR 0001757128-25-000003 filed by Laurel 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 ended2024-12-31
    13F 59,609 shares
    Change vs previous 13F -512 shares

    2.23% of the 13F portfolio, value $14,288,807.

    13F-HR 0001757128-25-000001 filed by Laurel 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 ended2024-09-30
    13F 60,121 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $12,677,090.

    13F-HR 0001757128-24-000005 filed by Laurel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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