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Schear Investment Advisers, LLC: JPM position timeline

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

Schear Investment Advisers, LLC held 16,061 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,061 shares
    Change vs previous 13F +1,825 shares

    0.65% of the 13F portfolio, value $5,313,591.

    13F-HR 0001962838-26-000005 filed by Schear Investment Advisers, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,236 shares
    Change vs previous 13F +582 shares

    1.56% of the 13F portfolio, value $4,659,870.

    13F-HR 0001962838-26-000003 filed by Schear Investment Advisers, 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 13,654 shares
    Change vs previous 13F +80 shares

    1.77% of the 13F portfolio, value $4,016,461.

    13F-HR 0001962838-26-000002 filed by Schear Investment Advisers, 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 13,574 shares
    Change vs previous 13F +143 shares

    1.88% of the 13F portfolio, value $4,373,814.

    13F-HR 0001962838-26-000001 filed by Schear Investment Advisers, 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 13,431 shares
    Change vs previous 13F +63 shares

    1.89% of the 13F portfolio, value $4,236,540.

    13F-HR 0002085853-25-000121 filed by Schear Investment Advisers, 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 13,368 shares
    Change vs previous 13F -17 shares

    1.92% of the 13F portfolio, value $3,875,517.

    13F-HR 0001667731-25-001130 filed by Schear Investment Advisers, 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 13,385 shares
    Change vs previous 13F +525 shares

    1.89% of the 13F portfolio, value $3,283,340.

    13F-HR 0001667731-25-000568 filed by Schear Investment Advisers, 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 12,860 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $3,082,671.

    13F-HR 0001667731-25-000157 filed by Schear Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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