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Long Run Wealth Advisors, LLC: JPM position timeline

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

Long Run Wealth Advisors, LLC held 18,175 JPM shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 18,175 shares
    Change vs previous 13F +567 shares

    1.1% of the 13F portfolio, value $5,856,353.

    13F-HR 0002085853-26-000159 filed by Long Run 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 ended2025-09-30
    13F 17,608 shares
    Change vs previous 13F -1,502 shares

    1.09% of the 13F portfolio, value $5,554,146.

    13F-HR 0002085853-25-000038 filed by Long Run 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 ended2025-06-30
    13F 19,110 shares
    Change vs previous 13F -2,675 shares

    1.16% of the 13F portfolio, value $5,540,120.

    13F-HR 0001667731-25-001057 filed by Long Run 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 ended2025-03-31
    13F 21,785 shares
    Change vs previous 13F +1,316 shares

    1.21% of the 13F portfolio, value $5,343,902.

    13F-HR 0001667731-25-000397 filed by Long Run 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 ended2024-12-31
    13F 20,469 shares
    Change vs previous 13F -2,981 shares

    1.18% of the 13F portfolio, value $4,906,626.

    13F-HR 0001667731-25-000135 filed by Long Run 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 ended2024-09-30
    13F 23,450 shares
    Change vs previous 13F -1,003 shares

    1.16% of the 13F portfolio, value $4,944,611.

    13F-HR 0001903296-24-000005 filed by Long Run 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 ended2024-06-30
    13F 24,453 shares
    Change vs previous 13F -3,435 shares

    1.25% of the 13F portfolio, value $4,945,839.

    13F-HR 0001903296-24-000003 filed by Long Run 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 ended2024-03-31
    13F 27,888 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $5,586,030.

    13F-HR 0001903296-24-000002 filed by Long Run Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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