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MSA Advisors, LLC: JPM position timeline

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

MSA Advisors, LLC held 30,400 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,400 shares
    Change vs previous 13F 0 shares

    2.56% of the 13F portfolio, value $9,950,832.

    13F-HR 0001040410-26-000004 filed by MSA 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 30,400 shares
    Change vs previous 13F +3,050 shares

    2.69% of the 13F portfolio, value $8,942,464.

    13F-HR 0001040410-26-000003 filed by MSA 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 27,350 shares
    Change vs previous 13F -3,850 shares

    2.21% of the 13F portfolio, value $8,812,717.

    13F-HR 0001040410-26-000001 filed by MSA 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 31,200 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $9,841,416.

    13F-HR 0001040410-25-000003 filed by MSA 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 31,200 shares
    Change vs previous 13F 0 shares

    2.27% of the 13F portfolio, value $9,045,192.

    13F-HR 0001040410-25-000002 filed by MSA 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 31,200 shares
    Change vs previous 13F +3,850 shares

    1.96% of the 13F portfolio, value $7,653,360.

    13F-HR 0001172661-25-001714 filed by MSA 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 27,350 shares
    Change vs previous 13F -6,050 shares

    1.64% of the 13F portfolio, value $6,556,069.

    13F-HR 0001172661-25-000675 filed by MSA 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 33,400 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $7,042,724.

    13F-HR 0001172661-24-004601 filed by MSA Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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