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Disclosery

Sovran Advisors, LLC: JPM position timeline

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

Sovran Advisors, LLC held 17,417 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,417 shares
    Change vs previous 13F -1,422 shares

    0.46% of the 13F portfolio, value $6,223,380.

    13F-HR 0002051471-26-000004 filed by Sovran 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 18,839 shares
    Change vs previous 13F +4,943 shares

    0.46% of the 13F portfolio, value $5,901,039.

    13F-HR 0002051471-26-000003 filed by Sovran 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 13,896 shares
    Change vs previous 13F +3,894 shares

    0.37% of the 13F portfolio, value $4,297,594.

    13F-HR 0002051471-26-000001 filed by Sovran 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 10,002 shares
    Change vs previous 13F +2,477 shares

    0.27% of the 13F portfolio, value $3,094,922.

    13F-HR 0002051471-25-000007 filed by Sovran 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 7,525 shares
    Change vs previous 13F +946 shares

    0.22% of the 13F portfolio, value $2,128,012.

    13F-HR 0002051471-25-000004 filed by Sovran 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 6,579 shares
    Change vs previous 13F -3,323 shares

    0.2% of the 13F portfolio, value $1,526,083.

    13F-HR 0002051471-25-000003 filed by Sovran 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 9,902 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,450,448.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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