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Disclosery

Spectrum Investment Advisors, Inc.: JPM position timeline

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

Spectrum Investment Advisors, Inc. held 1,489 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 1,489 shares
    Change vs previous 13F +784 shares

    0.2% of the 13F portfolio, value $487,285.

    13F-HR 0000892712-26-000324 filed by Spectrum Investment Advisors, Inc.
    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 705 shares
    Change vs previous 13F -332 shares

    0.1% of the 13F portfolio, value $207,492.

    13F-HR 0000892712-26-000212 filed by Spectrum Investment Advisors, Inc.
    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 1,037 shares
    Change vs previous 13F +361 shares

    0.17% of the 13F portfolio, value $334,286.

    13F-HR 0000892712-26-000048 filed by Spectrum Investment Advisors, Inc.
    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 676 shares
    Change vs previous 13F +676 shares

    0.12% of the 13F portfolio, value $213,245.

    13F-HR 0000892712-25-000134 filed by Spectrum Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -878 shares

    13F-HR 0000892712-25-000057 filed by Spectrum Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 878 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $210,459.

    13F-HR 0000892712-25-000015 filed by Spectrum Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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