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Sanctuary Advisors, LLC: JPM position timeline

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

Sanctuary Advisors, LLC held 737,445 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 737,445 shares
    Change vs previous 13F +19,252 shares

    1.12% of the 13F portfolio, value $241,387,804.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 718,193 shares
    Change vs previous 13F +16,144 shares

    1.14% of the 13F portfolio, value $211,263,631.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 702,049 shares
    Change vs previous 13F +9,760 shares

    1.24% of the 13F portfolio, value $226,214,363.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 692,289 shares
    Change vs previous 13F -9,393 shares

    1.25% of the 13F portfolio, value $218,368,815.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 701,682 shares
    Change vs previous 13F +41,020 shares

    1.26% of the 13F portfolio, value $203,424,528.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 660,662 shares
    Change vs previous 13F -40,621 shares

    1.14% of the 13F portfolio, value $162,060,272.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 701,283 shares
    Change vs previous 13F -15,046 shares

    1.19% of the 13F portfolio, value $188,105,222.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 716,329 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $178,043,687.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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