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Private Advisory Group LLC: JPM position timeline

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

Private Advisory Group LLC held 51,177 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 51,177 shares
    Change vs previous 13F +5,500 shares

    0.93% of the 13F portfolio, value $16,751,608.

    13F-HR 0001632965-26-000005 filed by Private Advisory 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 45,677 shares
    Change vs previous 13F +1,711 shares

    0.93% of the 13F portfolio, value $13,436,346.

    13F-HR 0001632965-26-000003 filed by Private Advisory 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 43,966 shares
    Change vs previous 13F +1,188 shares

    1.12% of the 13F portfolio, value $14,166,725.

    13F-HR 0001632965-26-000002 filed by Private Advisory 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 42,778 shares
    Change vs previous 13F -1,470 shares

    1.18% of the 13F portfolio, value $13,493,465.

    13F-HR 0001632965-25-000009 filed by Private Advisory 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 44,248 shares
    Change vs previous 13F +18,988 shares

    1.2% of the 13F portfolio, value $12,827,938.

    13F-HR 0001632965-25-000008 filed by Private Advisory 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 25,260 shares
    Change vs previous 13F +4,367 shares

    0.71% of the 13F portfolio, value $6,196,278.

    13F-HR 0001632965-25-000005 filed by Private Advisory 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/A 20,893 shares
    Change vs previous 13F +1,023 shares

    0.56% of the 13F portfolio, value $5,008,261.

    13F-HR/A 0001632965-25-000004 filed by Private Advisory 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 19,870 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,189,788.

    13F-HR 0001632965-24-000012 filed by Private Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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