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Southeast Asset Advisors, LLC: JPM position timeline

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

Southeast Asset Advisors, LLC held 8,269 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,269 shares
    Change vs previous 13F +2 shares

    0.27% of the 13F portfolio, value $2,706,763.

    13F-HR 0001104659-26-096651 filed by Southeast Asset 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 8,267 shares
    Change vs previous 13F +687 shares

    0.27% of the 13F portfolio, value $2,431,919.

    13F-HR 0001104659-26-059874 filed by Southeast Asset 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 7,580 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $2,442,568.

    13F-HR 0001104659-26-015207 filed by Southeast Asset 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 7,579 shares
    Change vs previous 13F +50 shares

    0.26% of the 13F portfolio, value $2,390,508.

    13F-HR 0001104659-25-108267 filed by Southeast Asset 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 7,529 shares
    Change vs previous 13F +1,198 shares

    0.26% of the 13F portfolio, value $2,182,662.

    13F-HR 0001104659-25-076885 filed by Southeast Asset 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 6,331 shares
    Change vs previous 13F +1,609 shares

    0.19% of the 13F portfolio, value $1,552,879.

    13F-HR 0001104659-25-048429 filed by Southeast Asset 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 4,722 shares
    Change vs previous 13F +51 shares

    0.14% of the 13F portfolio, value $1,131,853.

    13F-HR 0001104659-25-012627 filed by Southeast Asset 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 4,671 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $984,850.

    13F-HR 0001104659-24-117631 filed by Southeast Asset Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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