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SECURED RETIREMENT ADVISORS, LLC: JPM position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 5,363 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,363 shares
    Change vs previous 13F -1,919 shares

    0.9% of the 13F portfolio, value $1,755,585.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT 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 7,282 shares
    Change vs previous 13F -1,100 shares

    1.21% of the 13F portfolio, value $2,142,187.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT 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 8,382 shares
    Change vs previous 13F +436 shares

    1.51% of the 13F portfolio, value $2,700,922.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT 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 7,946 shares
    Change vs previous 13F +392 shares

    1.4% of the 13F portfolio, value $2,506,532.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT 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 7,554 shares
    Change vs previous 13F -255 shares

    1.31% of the 13F portfolio, value $2,189,878.

    13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT 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 7,809 shares
    Change vs previous 13F -1,858 shares

    1.23% of the 13F portfolio, value $1,915,485.

    13F-HR 0001085146-25-002531 filed by SECURED RETIREMENT 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 9,667 shares
    Change vs previous 13F -726 shares

    1.33% of the 13F portfolio, value $2,317,262.

    13F-HR 0001085146-25-000642 filed by SECURED RETIREMENT 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 10,393 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $2,191,412.

    13F-HR 0001085146-24-005199 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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