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Portus Wealth Advisors, LLC: JPM position timeline

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

Portus Wealth Advisors, LLC held 5,107 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,107 shares
    Change vs previous 13F -19 shares

    1.39% of the 13F portfolio, value $1,689,607.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,126 shares
    Change vs previous 13F +351 shares

    1.38% of the 13F portfolio, value $1,677,918.

    13F-HR 0002097516-26-000006 filed by Portus Wealth 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 4,775 shares
    Change vs previous 13F -332 shares

    1.32% of the 13F portfolio, value $1,404,695.

    13F-HR 0002097516-26-000005 filed by Portus Wealth 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 5,107 shares
    Change vs previous 13F +166 shares

    1.55% of the 13F portfolio, value $1,645,583.

    13F-HR 0002097516-26-000001 filed by Portus Wealth 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 4,941 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,558,548.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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