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OneDigital Investment Advisors LLC: JPM position timeline

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

OneDigital Investment Advisors LLC held 115,785 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,785 shares
    Change vs previous 13F +7,278 shares

    0.32% of the 13F portfolio, value $37,899,962.

    13F-HR 0001690370-26-000005 filed by OneDigital 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 108,507 shares
    Change vs previous 13F -4,358 shares

    0.31% of the 13F portfolio, value $31,918,555.

    13F-HR 0001690370-26-000004 filed by OneDigital 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 112,865 shares
    Change vs previous 13F +2,588 shares

    0.36% of the 13F portfolio, value $36,367,236.

    13F-HR 0001690370-26-000003 filed by OneDigital 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 110,277 shares
    Change vs previous 13F -1,118 shares

    0.36% of the 13F portfolio, value $34,784,550.

    13F-HR 0001690370-25-000007 filed by OneDigital 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 111,395 shares
    Change vs previous 13F -23,032 shares

    0.36% of the 13F portfolio, value $32,294,641.

    13F-HR 0001690370-25-000005 filed by OneDigital 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 134,427 shares
    Change vs previous 13F -9,390 shares

    0.39% of the 13F portfolio, value $32,974,876.

    13F-HR 0001690370-25-000004 filed by OneDigital 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 143,817 shares
    Change vs previous 13F +2,079 shares

    0.4% of the 13F portfolio, value $34,474,433.

    13F-HR 0001690370-25-000001 filed by OneDigital 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 141,738 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $29,886,820.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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