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PSI Advisors, LLC: JPM position timeline

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

PSI Advisors, LLC held 4,942 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 4,942 shares
    Change vs previous 13F +491 shares

    0.38% of the 13F portfolio, value $1,617,605.

    13F-HR 0001779040-26-000004 filed by PSI 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 4,451 shares
    Change vs previous 13F +480 shares

    0.31% of the 13F portfolio, value $1,309,250.

    13F-HR 0001779040-26-000002 filed by PSI 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 3,971 shares
    Change vs previous 13F +167 shares

    0.32% of the 13F portfolio, value $1,279,475.

    13F-HR 0001779040-26-000001 filed by PSI 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 3,804 shares
    Change vs previous 13F -280 shares

    0.31% of the 13F portfolio, value $1,199,838.

    13F-HR 0001779040-25-000007 filed by PSI 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 4,084 shares
    Change vs previous 13F -207 shares

    0.58% of the 13F portfolio, value $1,183,940.

    13F-HR 0001779040-25-000005 filed by PSI 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 4,291 shares
    Change vs previous 13F -269 shares

    0.34% of the 13F portfolio, value $1,052,511.

    13F-HR 0001779040-25-000003 filed by PSI 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 4,560 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $1,092,944.

    13F-HR 0001779040-25-000001 filed by PSI 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 4,558 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $961,025.

    13F-HR 0001779040-24-000007 filed by PSI Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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