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RIVERSEDGE ADVISORS, LLC: JPM position timeline

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

RIVERSEDGE ADVISORS, LLC held 5,135 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,135 shares
    Change vs previous 13F +214 shares

    0.21% of the 13F portfolio, value $1,698,829.

    13F-HR 0002085853-26-001127 filed by RIVERSEDGE ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,921 shares
    Change vs previous 13F +1,584 shares

    0.21% of the 13F portfolio, value $1,610,766.

    13F-HR 0002085853-26-000751 filed by RIVERSEDGE 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 ended2026-03-31
    13F 3,337 shares
    Change vs previous 13F -446 shares

    0.16% of the 13F portfolio, value $981,520.

    13F-HR 0002085853-26-000385 filed by RIVERSEDGE 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 ended2025-12-31
    13F 3,783 shares
    Change vs previous 13F -337 shares

    0.2% of the 13F portfolio, value $1,219,103.

    13F-HR 0002085853-26-000017 filed by RIVERSEDGE 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 ended2025-09-30
    13F 4,120 shares
    Change vs previous 13F +970 shares

    0.22% of the 13F portfolio, value $1,299,633.

    13F-HR 0002085853-25-000043 filed by RIVERSEDGE 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 ended2025-06-30
    13F 3,150 shares
    Change vs previous 13F +239 shares

    0.18% of the 13F portfolio, value $913,207.

    13F-HR 0001667731-25-000754 filed by RIVERSEDGE 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 ended2025-03-31
    13F 2,911 shares
    Change vs previous 13F +326 shares

    0.16% of the 13F portfolio, value $713,991.

    13F-HR 0001667731-25-000562 filed by RIVERSEDGE 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 ended2024-12-31
    13F 2,585 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $619,755.

    13F-HR 0001667731-25-000034 filed by RIVERSEDGE ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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