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Soltis Investment Advisors LLC: JPM position timeline

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

Soltis Investment Advisors LLC held 36,052 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,052 shares
    Change vs previous 13F +3,432 shares

    0.68% of the 13F portfolio, value $11,800,796.

    13F-HR 0001802530-26-000004 filed by Soltis 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 ended2026-03-31
    13F 32,620 shares
    Change vs previous 13F +521 shares

    0.62% of the 13F portfolio, value $9,595,520.

    13F-HR 0001802530-26-000003 filed by Soltis 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 ended2025-12-31
    13F/A 32,099 shares
    Change vs previous 13F +1,820 shares

    0.68% of the 13F portfolio, value $10,342,817.

    13F-HR/A 0001802530-26-000002 filed by Soltis 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 ended2025-09-30
    13F 30,279 shares
    Change vs previous 13F -6,463 shares

    0.66% of the 13F portfolio, value $9,550,966.

    13F-HR 0001802530-25-000007 filed by Soltis 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 ended2025-06-30
    13F 36,742 shares
    Change vs previous 13F -5,234 shares

    0.84% of the 13F portfolio, value $10,651,961.

    13F-HR 0001802530-25-000004 filed by Soltis 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 ended2025-03-31
    13F 41,976 shares
    Change vs previous 13F +8,706 shares

    0.92% of the 13F portfolio, value $10,296,695.

    13F-HR 0001802530-25-000003 filed by Soltis 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 ended2024-12-31
    13F 33,270 shares
    Change vs previous 13F +1,004 shares

    0.74% of the 13F portfolio, value $7,975,109.

    13F-HR 0001802530-25-000002 filed by Soltis 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 ended2024-09-30
    13F/A 32,266 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,803,601.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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