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Disclosery

Persium Advisors, LLC: JPM position timeline

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

Persium Advisors, LLC held 4,017 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,017 shares
    Change vs previous 13F +160 shares

    0.7% of the 13F portfolio, value $1,328,944.

    13F-HR 0002033683-26-000007 filed by Persium Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F/A 3,857 shares
    Change vs previous 13F +320 shares

    0.82% of the 13F portfolio, value $1,262,512.

    13F-HR/A 0002033683-26-000005 filed by Persium 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 ended2026-03-31
    13F 3,537 shares
    Change vs previous 13F +45 shares

    0.82% of the 13F portfolio, value $1,040,444.

    13F-HR 0002033683-26-000002 filed by Persium 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 ended2025-12-31
    13F 3,492 shares
    Change vs previous 13F +89 shares

    0.82% of the 13F portfolio, value $1,125,192.

    13F-HR 0002033683-26-000001 filed by Persium 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 ended2025-09-30
    13F 3,403 shares
    Change vs previous 13F -63 shares

    0.81% of the 13F portfolio, value $1,073,408.

    13F-HR 0002033683-25-000006 filed by Persium 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 ended2025-06-30
    13F 3,466 shares
    Change vs previous 13F +119 shares

    0.83% of the 13F portfolio, value $1,004,828.

    13F-HR 0002033683-25-000004 filed by Persium 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 ended2025-03-31
    13F 3,347 shares
    Change vs previous 13F -119 shares

    0.78% of the 13F portfolio, value $821,019.

    13F-HR 0002033683-25-000003 filed by Persium 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 ended2024-12-31
    13F 3,466 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $830,835.

    13F-HR 0002033683-25-000001 filed by Persium Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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