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Procyon Advisors, LLC: JPM position timeline

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

Procyon Advisors, LLC held 57,623 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,623 shares
    Change vs previous 13F -1,443 shares

    0.82% of the 13F portfolio, value $18,861,584.

    13F-HR 0001951757-26-000939 filed by Procyon Advisors, 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 59,066 shares
    Change vs previous 13F -1,026 shares

    0.86% of the 13F portfolio, value $17,374,869.

    13F-HR 0001951757-26-000765 filed by Procyon 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 ended2025-12-31
    13F 60,092 shares
    Change vs previous 13F +9,370 shares

    0.96% of the 13F portfolio, value $19,362,954.

    13F-HR 0001951757-26-000027 filed by Procyon 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 ended2025-09-30
    13F 50,722 shares
    Change vs previous 13F -6,030 shares

    0.95% of the 13F portfolio, value $15,999,200.

    13F-HR 0001951757-25-001218 filed by Procyon 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 ended2025-06-30
    13F 56,752 shares
    Change vs previous 13F -33,745 shares

    1.56% of the 13F portfolio, value $16,452,718.

    13F-HR 0001951757-25-000600 filed by Procyon 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 ended2025-03-31
    13F 90,497 shares
    Change vs previous 13F +564 shares

    1.35% of the 13F portfolio, value $22,198,918.

    13F-HR 0001951757-25-000320 filed by Procyon 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 ended2024-12-31
    13F 89,933 shares
    Change vs previous 13F +833 shares

    1.38% of the 13F portfolio, value $21,557,850.

    13F-HR 0001951757-25-000036 filed by Procyon 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 ended2024-09-30
    13F 89,100 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $18,786,804.

    13F-HR 0001951757-24-001018 filed by Procyon Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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