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Disclosery

Stelac Advisory Services LLC: JPM position timeline

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

Stelac Advisory Services LLC held 644 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 644 shares
    Change vs previous 13F -207 shares

    0.04% of the 13F portfolio, value $210,801.

    13F-HR 0001519676-26-000007 filed by Stelac Advisory Services 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 851 shares
    Change vs previous 13F +261 shares

    0.05% of the 13F portfolio, value $250,330.

    13F-HR 0001519676-26-000005 filed by Stelac Advisory Services 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 590 shares
    Change vs previous 13F -3 shares

    0.07% of the 13F portfolio, value $190,110.

    13F-HR 0001519676-26-000002 filed by Stelac Advisory Services 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 593 shares
    Change vs previous 13F -1,454 shares

    0.06% of the 13F portfolio, value $187,050.

    13F-HR 0001519676-25-000011 filed by Stelac Advisory Services 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 2,047 shares
    Change vs previous 13F -1,333 shares

    0.23% of the 13F portfolio, value $595,192.

    13F-HR 0001519676-25-000009 filed by Stelac Advisory Services 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 3,380 shares
    Change vs previous 13F +2,945 shares

    0.34% of the 13F portfolio, value $830,131.

    13F-HR 0001519676-25-000006 filed by Stelac Advisory Services 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 435 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $104,274.

    13F-HR 0001519676-25-000002 filed by Stelac Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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