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UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC: JPM position timeline

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

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC held 6,494 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,494 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $2,332,905.

    13F-HR 0002011649-26-000003 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS 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 6,494 shares
    Change vs previous 13F +1,035 shares

    1.25% of the 13F portfolio, value $1,988,917.

    13F-HR 0002011649-26-000002 filed by UP STRATEGIC WEALTH INVESTMENT 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 ended2025-12-31
    13F 5,459 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $1,759,982.

    13F-HR 0002011649-26-000001 filed by UP STRATEGIC WEALTH INVESTMENT 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 ended2025-09-30
    13F 5,459 shares
    Change vs previous 13F -175 shares

    1.25% of the 13F portfolio, value $1,668,762.

    13F-HR 0002011649-25-000008 filed by UP STRATEGIC WEALTH INVESTMENT 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 ended2025-06-30
    13F 5,634 shares
    Change vs previous 13F +726 shares

    1.27% of the 13F portfolio, value $1,633,353.

    13F-HR 0002011649-25-000005 filed by UP STRATEGIC WEALTH INVESTMENT 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 ended2025-03-31
    13F 4,908 shares
    Change vs previous 13F -95 shares

    1.07% of the 13F portfolio, value $1,203,933.

    13F-HR 0002011649-25-000004 filed by UP STRATEGIC WEALTH INVESTMENT 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 ended2024-12-31
    13F 5,003 shares
    Change vs previous 13F +859 shares

    1.2% of the 13F portfolio, value $1,199,270.

    13F-HR 0002011649-25-000003 filed by UP STRATEGIC WEALTH INVESTMENT 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 ended2024-09-30
    13F 4,144 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $873,804.

    13F-HR 0002011649-24-000005 filed by UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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