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LBMC INVESTMENT ADVISORS, LLC: JPM position timeline

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

LBMC INVESTMENT ADVISORS, LLC held 8,716 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,716 shares
    Change vs previous 13F +170 shares

    0.15% of the 13F portfolio, value $2,852,938.

    13F-HR 0001172661-26-003190 filed by LBMC 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 8,546 shares
    Change vs previous 13F -192 shares

    0.15% of the 13F portfolio, value $2,513,905.

    13F-HR 0001172661-26-001936 filed by LBMC 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 8,738 shares
    Change vs previous 13F +88 shares

    0.17% of the 13F portfolio, value $2,815,573.

    13F-HR 0001172661-26-000676 filed by LBMC 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 8,650 shares
    Change vs previous 13F +1,869 shares

    0.17% of the 13F portfolio, value $2,728,483.

    13F-HR 0001214659-25-014727 filed by LBMC 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 6,781 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,965,892.

    13F-HR 0001214659-25-010206 filed by LBMC 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 6,781 shares
    Change vs previous 13F +55 shares

    0.13% of the 13F portfolio, value $1,663,390.

    13F-HR 0001214659-25-005648 filed by LBMC 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 6,726 shares
    Change vs previous 13F -375 shares

    0.13% of the 13F portfolio, value $1,612,300.

    13F-HR 0001214659-25-000798 filed by LBMC 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 7,101 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,497,326.

    13F-HR 0001214659-24-017274 filed by LBMC INVESTMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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