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New Age Alpha Advisors, LLC: JPM position timeline

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

New Age Alpha Advisors, LLC held 60,185 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,185 shares
    Change vs previous 13F -3,203 shares

    0.84% of the 13F portfolio, value $19,700,356.

    13F-HR 0001764807-26-000009 filed by New Age Alpha 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 63,388 shares
    Change vs previous 13F -46 shares

    0.87% of the 13F portfolio, value $18,646,214.

    13F-HR 0001764807-26-000005 filed by New Age Alpha 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 63,434 shares
    Change vs previous 13F -12,288 shares

    0.88% of the 13F portfolio, value $20,439,703.

    13F-HR 0001764807-26-000002 filed by New Age Alpha 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 75,722 shares
    Change vs previous 13F -2,213 shares

    1% of the 13F portfolio, value $23,884,990.

    13F-HR 0001764807-25-000004 filed by New Age Alpha 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 77,935 shares
    Change vs previous 13F +19,264 shares

    0.99% of the 13F portfolio, value $22,594,135.

    13F-HR 0001855205-25-000042 filed by New Age Alpha 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 58,671 shares
    Change vs previous 13F -45,789 shares

    0.65% of the 13F portfolio, value $14,391,995.

    13F-HR 0001855205-25-000022 filed by New Age Alpha 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/A 104,460 shares
    Change vs previous 13F +104,332 shares

    1.01% of the 13F portfolio, value $25,040,107.

    13F-HR/A 0001855205-25-000012 filed by New Age Alpha 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 128 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $26,990.

    13F-HR 0001855205-24-000056 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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