Skip to content
Disclosery

RHODES INVESTMENT ADVISORS INC /ADV: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RHODES INVESTMENT ADVISORS INC /ADV on JPM, newest first. How the timeline and the estimate are built.

RHODES INVESTMENT ADVISORS INC /ADV held 11,286 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,286 shares
    Change vs previous 13F -118 shares

    2.65% of the 13F portfolio, value $3,733,747.

    13F-HR 0001214659-26-012646 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,404 shares
    Change vs previous 13F -235 shares

    2.75% of the 13F portfolio, value $3,732,871.

    13F-HR 0001214659-26-009089 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 11,639 shares
    Change vs previous 13F -1,415 shares

    2.95% of the 13F portfolio, value $3,423,728.

    13F-HR 0001214659-26-006133 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 13,054 shares
    Change vs previous 13F not available

    3.4% of the 13F portfolio, value $4,206,260.

    13F-HR 0001214659-26-006104 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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