Skip to content
Disclosery

OPTIMUM INVESTMENT ADVISORS: JPM position timeline

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

OPTIMUM INVESTMENT ADVISORS held 11,946 JPM shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 11,946 shares
    Change vs previous 13F -293 shares

    1.5% of the 13F portfolio, value $3,768,158.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,239 shares
    Change vs previous 13F +10 shares

    1.54% of the 13F portfolio, value $3,548,237.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 12,229 shares
    Change vs previous 13F -697 shares

    1.41% of the 13F portfolio, value $2,999,798.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 12,926 shares
    Change vs previous 13F -219 shares

    1.37% of the 13F portfolio, value $3,098,515.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 13,145 shares
    Change vs previous 13F -206 shares

    1.2% of the 13F portfolio, value $2,771,776.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 13,351 shares
    Change vs previous 13F -712 shares

    1.21% of the 13F portfolio, value $2,700,393.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 14,063 shares
    Change vs previous 13F 0 shares

    1.29% of the 13F portfolio, value $2,816,839.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 14,063 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,392,133.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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