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Disclosery

LVW Advisors, LLC: JPM position timeline

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

LVW Advisors, LLC held 31,362 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,362 shares
    Change vs previous 13F -15,490 shares

    0.89% of the 13F portfolio, value $10,265,570.

    13F-HR 0001576053-26-000004 filed by LVW 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 46,852 shares
    Change vs previous 13F +3,002 shares

    1.34% of the 13F portfolio, value $13,782,131.

    13F-HR 0001576053-26-000002 filed by LVW 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 43,850 shares
    Change vs previous 13F +16,798 shares

    1.43% of the 13F portfolio, value $14,129,473.

    13F-HR 0001576053-26-000001 filed by LVW 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 27,052 shares
    Change vs previous 13F +869 shares

    0.88% of the 13F portfolio, value $8,533,103.

    13F-HR 0001576053-25-000003 filed by LVW 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 26,183 shares
    Change vs previous 13F -579 shares

    0.85% of the 13F portfolio, value $7,590,583.

    13F-HR 0001085146-25-003901 filed by LVW 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 26,762 shares
    Change vs previous 13F -554 shares

    0.79% of the 13F portfolio, value $6,564,703.

    13F-HR 0001085146-25-001955 filed by LVW 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 27,316 shares
    Change vs previous 13F -2,349 shares

    0.8% of the 13F portfolio, value $6,547,897.

    13F-HR 0001085146-25-000247 filed by LVW 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 29,665 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,255,222.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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