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Disclosery

MainStreet Investment Advisors LLC: JPM position timeline

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

MainStreet Investment Advisors LLC held 62,999 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,999 shares
    Change vs previous 13F -218 shares

    2.81% of the 13F portfolio, value $20,621,463.

    13F-HR 0001765380-26-000357 filed by MainStreet 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 63,217 shares
    Change vs previous 13F -1,505 shares

    2.8% of the 13F portfolio, value $18,595,913.

    13F-HR 0001765380-26-000200 filed by MainStreet 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 64,722 shares
    Change vs previous 13F -6,120 shares

    3% of the 13F portfolio, value $20,854,723.

    13F-HR 0001765380-26-000089 filed by MainStreet 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 70,842 shares
    Change vs previous 13F -7,005 shares

    3% of the 13F portfolio, value $22,345,692.

    13F-HR 0001765380-25-000457 filed by MainStreet 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 77,847 shares
    Change vs previous 13F -1,928 shares

    3.12% of the 13F portfolio, value $22,568,624.

    13F-HR 0001765380-25-000323 filed by MainStreet 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 79,775 shares
    Change vs previous 13F -3,249 shares

    2.85% of the 13F portfolio, value $19,568,808.

    13F-HR 0001765380-25-000153 filed by MainStreet 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 83,024 shares
    Change vs previous 13F -2,208 shares

    2.79% of the 13F portfolio, value $19,901,683.

    13F-HR 0001765380-25-000112 filed by MainStreet 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 85,232 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $17,972,020.

    13F-HR 0001765380-24-000426 filed by MainStreet Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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