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Strategic Advisors LLC: JPM position timeline

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

Strategic Advisors LLC held 36,981 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 36,981 shares
    Change vs previous 13F -1,138 shares

    2.58% of the 13F portfolio, value $12,234,282.

    13F-HR 0001172661-26-004493 filed by Strategic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,119 shares
    Change vs previous 13F -295 shares

    2.73% of the 13F portfolio, value $12,477,462.

    13F-HR 0001172661-26-002862 filed by Strategic 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 ended2026-03-31
    13F 38,414 shares
    Change vs previous 13F -679 shares

    1.88% of the 13F portfolio, value $11,300,034.

    13F-HR 0001172661-26-001974 filed by Strategic 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 ended2025-12-31
    13F 39,093 shares
    Change vs previous 13F +345 shares

    1.97% of the 13F portfolio, value $12,596,565.

    13F-HR 0001172661-26-000578 filed by Strategic 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 ended2025-09-30
    13F 38,748 shares
    Change vs previous 13F +425 shares

    1.97% of the 13F portfolio, value $12,222,370.

    13F-HR 0001172661-25-004551 filed by Strategic 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 ended2025-06-30
    13F 38,323 shares
    Change vs previous 13F -709 shares

    2.18% of the 13F portfolio, value $11,110,294.

    13F-HR 0001172661-25-003059 filed by Strategic 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 ended2025-03-31
    13F 39,032 shares
    Change vs previous 13F -3,813 shares

    1.84% of the 13F portfolio, value $9,574,635.

    13F-HR 0001172661-25-001507 filed by Strategic 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 ended2024-12-31
    13F 42,845 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $10,270,419.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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