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United Advisor Group, LLC: JPM position timeline

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

United Advisor Group, LLC held 23,759 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,759 shares
    Change vs previous 13F +753 shares

    0.83% of the 13F portfolio, value $7,776,969.

    13F-HR 0002004873-26-000003 filed by United Advisor Group, 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 23,006 shares
    Change vs previous 13F +1,850 shares

    0.84% of the 13F portfolio, value $6,767,463.

    13F-HR 0002004873-26-000002 filed by United Advisor Group, 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 21,156 shares
    Change vs previous 13F +258 shares

    0.88% of the 13F portfolio, value $6,816,813.

    13F-HR 0002004873-26-000001 filed by United Advisor Group, 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 20,898 shares
    Change vs previous 13F +2,959 shares

    0.89% of the 13F portfolio, value $6,591,948.

    13F-HR 0002004873-25-000007 filed by United Advisor Group, 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 17,939 shares
    Change vs previous 13F +1,168 shares

    0.9% of the 13F portfolio, value $5,200,695.

    13F-HR 0002004873-25-000005 filed by United Advisor Group, 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 16,771 shares
    Change vs previous 13F -1,790 shares

    0.84% of the 13F portfolio, value $4,113,926.

    13F-HR 0002004873-25-000002 filed by United Advisor Group, 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 18,561 shares
    Change vs previous 13F +162 shares

    0.88% of the 13F portfolio, value $4,449,197.

    13F-HR 0002004873-25-000001 filed by United Advisor Group, 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 18,399 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,879,613.

    13F-HR 0002004873-24-000006 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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