Skip to content
Disclosery

Valeo Financial Advisors, LLC: JPM position timeline

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

Valeo Financial Advisors, LLC held 112,777 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 112,777 shares
    Change vs previous 13F -17,885 shares

    0.79% of the 13F portfolio, value $37,310,359.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 130,662 shares
    Change vs previous 13F -637 shares

    0.9% of the 13F portfolio, value $42,769,869.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 131,299 shares
    Change vs previous 13F -12,281 shares

    0.92% of the 13F portfolio, value $38,621,824.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 143,580 shares
    Change vs previous 13F -8,612 shares

    1.03% of the 13F portfolio, value $46,264,276.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 152,192 shares
    Change vs previous 13F -719 shares

    1.1% of the 13F portfolio, value $48,005,887.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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/A 152,911 shares
    Change vs previous 13F -21,689 shares

    1.09% of the 13F portfolio, value $44,330,488.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 174,600 shares
    Change vs previous 13F +2,742 shares

    1.03% of the 13F portfolio, value $36,841,564.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 171,858 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $35,345,327.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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