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Resonant Capital Advisors, LLC: JPM position timeline

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

Resonant Capital Advisors, LLC held 35,882 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 35,882 shares
    Change vs previous 13F -75 shares

    0.56% of the 13F portfolio, value $11,745,255.

    13F-HR 0002085853-26-000857 filed by Resonant Capital 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 35,957 shares
    Change vs previous 13F +924 shares

    0.56% of the 13F portfolio, value $10,577,111.

    13F-HR 0002085853-26-000527 filed by Resonant Capital 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 35,033 shares
    Change vs previous 13F -148 shares

    0.62% of the 13F portfolio, value $11,288,333.

    13F-HR 0002085853-26-000137 filed by Resonant Capital 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 35,181 shares
    Change vs previous 13F -123 shares

    0.65% of the 13F portfolio, value $11,097,143.

    13F-HR 0002085853-25-000183 filed by Resonant Capital 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 35,304 shares
    Change vs previous 13F +2,718 shares

    0.65% of the 13F portfolio, value $10,234,983.

    13F-HR 0001667731-25-001034 filed by Resonant Capital 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 32,586 shares
    Change vs previous 13F -156 shares

    0.56% of the 13F portfolio, value $7,993,346.

    13F-HR 0001667731-25-000543 filed by Resonant Capital 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 32,742 shares
    Change vs previous 13F +148 shares

    0.57% of the 13F portfolio, value $7,848,585.

    13F-HR 0001667731-25-000129 filed by Resonant Capital 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 32,594 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $6,872,694.

    13F-HR 0001803236-24-000005 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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