Skip to content
Disclosery

River Wealth Advisors LLC: JPM position timeline

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

River Wealth Advisors LLC held 69,572 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 69,572 shares
    Change vs previous 13F +448 shares

    2.38% of the 13F portfolio, value $22,773,078.

    13F-HR/A 0001642570-26-000008 filed by River Wealth 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 69,124 shares
    Change vs previous 13F +132 shares

    2.34% of the 13F portfolio, value $20,333,399.

    13F-HR 0001642570-26-000005 filed by River Wealth 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 68,992 shares
    Change vs previous 13F +1,358 shares

    2.49% of the 13F portfolio, value $22,230,757.

    13F-HR 0001642570-26-000003 filed by River Wealth 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 67,634 shares
    Change vs previous 13F +374 shares

    2.49% of the 13F portfolio, value $21,333,722.

    13F-HR 0001642570-25-000011 filed by River Wealth 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 67,260 shares
    Change vs previous 13F +1,186 shares

    2.42% of the 13F portfolio, value $19,499,410.

    13F-HR 0001642570-25-000009 filed by River Wealth 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 66,074 shares
    Change vs previous 13F +284 shares

    2.25% of the 13F portfolio, value $16,207,912.

    13F-HR 0001642570-25-000006 filed by River Wealth 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 65,790 shares
    Change vs previous 13F +1,787 shares

    2.09% of the 13F portfolio, value $15,770,480.

    13F-HR 0001642570-25-000004 filed by River Wealth 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 64,003 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $13,495,594.

    13F-HR 0001642570-24-000009 filed by River Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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