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ProVise Management Group, LLC: JPM position timeline

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

ProVise Management Group, LLC held 104,741 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,741 shares
    Change vs previous 13F +286 shares

    2.3% of the 13F portfolio, value $34,284,826.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 104,455 shares
    Change vs previous 13F -1,517 shares

    2.21% of the 13F portfolio, value $30,726,611.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 105,972 shares
    Change vs previous 13F -1,010 shares

    2.43% of the 13F portfolio, value $34,146,301.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 106,982 shares
    Change vs previous 13F -1,093 shares

    2.49% of the 13F portfolio, value $33,745,202.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 108,075 shares
    Change vs previous 13F -965 shares

    2.47% of the 13F portfolio, value $31,332,064.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 109,040 shares
    Change vs previous 13F -2,213 shares

    2.27% of the 13F portfolio, value $26,747,412.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 111,253 shares
    Change vs previous 13F -7,307 shares

    2.29% of the 13F portfolio, value $26,668,494.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 118,560 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $24,999,484.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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