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Steward Partners Investment Advisory, LLC: JPM position timeline

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

Steward Partners Investment Advisory, LLC held 853,322 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 853,322 shares
    Change vs previous 13F -143,639 shares

    1.43% of the 13F portfolio, value $279,317,940.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 996,961 shares
    Change vs previous 13F +66,875 shares

    1.5% of the 13F portfolio, value $293,266,209.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 930,086 shares
    Change vs previous 13F -253 shares

    1.64% of the 13F portfolio, value $299,692,278.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 930,339 shares
    Change vs previous 13F +244,418 shares

    1.68% of the 13F portfolio, value $293,456,459.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 685,921 shares
    Change vs previous 13F +19,132 shares

    1.55% of the 13F portfolio, value $198,855,182.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 666,789 shares
    Change vs previous 13F +29,877 shares

    1.45% of the 13F portfolio, value $163,563,493.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 636,912 shares
    Change vs previous 13F +20,088 shares

    1.35% of the 13F portfolio, value $152,674,102.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 616,824 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $130,063,471.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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