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YHB Investment Advisors, Inc.: JPM position timeline

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

YHB Investment Advisors, Inc. held 56,746 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 56,746 shares
    Change vs previous 13F +937 shares

    1.18% of the 13F portfolio, value $18,773,402.

    13F-HR 0002085853-26-001107 filed by YHB Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 55,809 shares
    Change vs previous 13F +3,426 shares

    1.17% of the 13F portfolio, value $18,268,078.

    13F-HR 0002085853-26-000719 filed by YHB Investment Advisors, Inc.
    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 52,383 shares
    Change vs previous 13F +1,151 shares

    1.1% of the 13F portfolio, value $15,408,895.

    13F-HR 0002085853-26-000346 filed by YHB Investment Advisors, Inc.
    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 51,232 shares
    Change vs previous 13F +1,276 shares

    1.14% of the 13F portfolio, value $16,508,020.

    13F-HR 0002085853-26-000038 filed by YHB Investment Advisors, Inc.
    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 49,956 shares
    Change vs previous 13F +292 shares

    1.15% of the 13F portfolio, value $15,757,771.

    13F-HR 0002085853-25-000030 filed by YHB Investment Advisors, Inc.
    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 49,664 shares
    Change vs previous 13F +1,350 shares

    1.11% of the 13F portfolio, value $14,398,135.

    13F-HR 0001667731-25-000774 filed by YHB Investment Advisors, Inc.
    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 48,314 shares
    Change vs previous 13F +459 shares

    0.99% of the 13F portfolio, value $11,851,469.

    13F-HR 0001667731-25-000497 filed by YHB Investment Advisors, Inc.
    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 47,855 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $11,471,261.

    13F-HR 0001667731-25-000081 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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