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Disclosery

MBA Advisors LLC: JPM position timeline

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

MBA Advisors LLC held 7,825 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,825 shares
    Change vs previous 13F -54 shares

    0.87% of the 13F portfolio, value $2,561,457.

    13F-HR 0001848704-26-000003 filed by MBA 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 7,879 shares
    Change vs previous 13F -16 shares

    0.89% of the 13F portfolio, value $2,317,760.

    13F-HR 0001848704-26-000002 filed by MBA 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 7,895 shares
    Change vs previous 13F +26 shares

    1.03% of the 13F portfolio, value $2,543,989.

    13F-HR 0001848704-26-000001 filed by MBA 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 7,869 shares
    Change vs previous 13F -40 shares

    1.06% of the 13F portfolio, value $2,482,163.

    13F-HR 0001848704-25-000002 filed by MBA 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 7,909 shares
    Change vs previous 13F -523 shares

    1.06% of the 13F portfolio, value $2,292,923.

    13F-HR 0001085146-25-003959 filed by MBA 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 8,432 shares
    Change vs previous 13F -165 shares

    1.02% of the 13F portfolio, value $2,068,375.

    13F-HR 0001085146-25-002414 filed by MBA 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 8,597 shares
    Change vs previous 13F -2,863 shares

    1.04% of the 13F portfolio, value $2,060,780.

    13F-HR 0001085146-25-000583 filed by MBA 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 11,460 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $2,416,436.

    13F-HR 0001085146-24-005131 filed by MBA Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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