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Private Advisor Group, LLC: JPM position timeline

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

Private Advisor Group, LLC held 306,392 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,392 shares
    Change vs previous 13F -59,002 shares

    0.46% of the 13F portfolio, value $100,291,131.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 365,394 shares
    Change vs previous 13F -7,759 shares

    0.5% of the 13F portfolio, value $107,484,222.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 373,153 shares
    Change vs previous 13F +8,066 shares

    0.57% of the 13F portfolio, value $120,237,273.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 365,087 shares
    Change vs previous 13F -895 shares

    0.57% of the 13F portfolio, value $115,159,620.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 365,982 shares
    Change vs previous 13F +14,748 shares

    0.57% of the 13F portfolio, value $106,101,981.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 351,234 shares
    Change vs previous 13F -247,828 shares

    0.52% of the 13F portfolio, value $86,157,674.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 599,062 shares
    Change vs previous 13F +266,320 shares

    0.81% of the 13F portfolio, value $143,601,197.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 332,742 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $70,451,760.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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