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Torrey Growth & Income Advisors: JPM position timeline

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

Torrey Growth & Income Advisors held 692 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 692 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $227,784.

    13F-HR 0002087822-26-000004 filed by Torrey Growth & Income Advisors
    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 692 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $200,228.

    13F-HR 0002087822-26-000002 filed by Torrey Growth & Income Advisors
    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 677 shares
    Change vs previous 13F +39 shares

    0.08% of the 13F portfolio, value $218,155.

    13F-HR 0002087822-26-000001 filed by Torrey Growth & Income Advisors
    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 638 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $201,244.

    13F-HR 0002087822-25-000001 filed by Torrey Growth & Income Advisors
    Filed (acceptance time not in the bulk data set), ingested

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