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Strategic Investment Advisors / MI: JPM position timeline

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

Strategic Investment Advisors / MI held 21,785 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,785 shares
    Change vs previous 13F -575 shares

    0.43% of the 13F portfolio, value $7,131,033.

    13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
    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 22,360 shares
    Change vs previous 13F +3,553 shares

    0.45% of the 13F portfolio, value $6,577,496.

    13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
    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 18,807 shares
    Change vs previous 13F -263 shares

    0.52% of the 13F portfolio, value $6,062,988.

    13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
    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/A 19,070 shares
    Change vs previous 13F -1,284 shares

    0.7% of the 13F portfolio, value $6,014,933.

    13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
    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 20,354 shares
    Change vs previous 13F -1,124 shares

    0.57% of the 13F portfolio, value $5,884,517.

    13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
    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 21,478 shares
    Change vs previous 13F -1,401 shares

    0.56% of the 13F portfolio, value $5,268,645.

    13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
    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 22,879 shares
    Change vs previous 13F -584 shares

    0.58% of the 13F portfolio, value $5,484,291.

    13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
    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 23,463 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,947,322.

    13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
    Filed (acceptance time not in the bulk data set), ingested

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