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Schechter Investment Advisors, LLC: JPM position timeline

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

Schechter Investment Advisors, LLC held 36,181 JPM shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 36,181 shares
    Change vs previous 13F -6,171 shares

    0.73% of the 13F portfolio, value $8,875,242.

    13F-HR 0001951586-25-000003 filed by Schechter Investment 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 ended2024-12-31
    13F 42,352 shares
    Change vs previous 13F -2,164 shares

    0.78% of the 13F portfolio, value $10,152,175.

    13F-HR 0001951586-25-000001 filed by Schechter Investment 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 ended2024-09-30
    13F 44,516 shares
    Change vs previous 13F -571 shares

    0.69% of the 13F portfolio, value $9,386,555.

    13F-HR 0001951586-24-000004 filed by Schechter Investment 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 ended2024-06-30
    13F 45,087 shares
    Change vs previous 13F -388 shares

    0.69% of the 13F portfolio, value $9,119,236.

    13F-HR 0001951586-24-000003 filed by Schechter Investment 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 ended2024-03-31
    13F 45,475 shares
    Change vs previous 13F -62 shares

    0.68% of the 13F portfolio, value $9,108,606.

    13F-HR 0001951586-24-000002 filed by Schechter Investment 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 ended2023-12-31
    13F 45,537 shares
    Change vs previous 13F +26 shares

    0.67% of the 13F portfolio, value $7,745,849.

    13F-HR 0001951586-24-000001 filed by Schechter Investment 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 ended2023-09-30
    13F 45,511 shares
    Change vs previous 13F +654 shares

    0.64% of the 13F portfolio, value $6,600,017.

    13F-HR 0001951586-23-000007 filed by Schechter Investment 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 ended2023-06-30
    13F/A 44,857 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,524,072.

    13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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