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Disclosery

MSH Capital Advisors LLC: JPM position timeline

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

MSH Capital Advisors LLC held 33,369 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,369 shares
    Change vs previous 13F +4,893 shares

    1.9% of the 13F portfolio, value $10,922,914.

    13F-HR 0001420506-26-001502 filed by MSH Capital 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 28,476 shares
    Change vs previous 13F -524 shares

    1.77% of the 13F portfolio, value $8,376,583.

    13F-HR 0001420506-26-000884 filed by MSH Capital 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 29,000 shares
    Change vs previous 13F +3,078 shares

    2% of the 13F portfolio, value $9,344,435.

    13F-HR 0001420506-26-000212 filed by MSH Capital 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 25,922 shares
    Change vs previous 13F -803 shares

    2.19% of the 13F portfolio, value $8,176,649.

    13F-HR 0001420506-25-003041 filed by MSH Capital 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 26,725 shares
    Change vs previous 13F +98 shares

    2.23% of the 13F portfolio, value $7,747,969.

    13F-HR 0001420506-25-001568 filed by MSH Capital 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 26,627 shares
    Change vs previous 13F -3,678 shares

    2.02% of the 13F portfolio, value $6,531,591.

    13F-HR 0001420506-25-000992 filed by MSH Capital 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 30,305 shares
    Change vs previous 13F -119 shares

    2.29% of the 13F portfolio, value $7,264,363.

    13F-HR 0001420506-25-000392 filed by MSH Capital 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 30,424 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $6,415,257.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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