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Disclosery

Advisor OS, LLC: JPM position timeline

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

Advisor OS, LLC held 23,396 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,396 shares
    Change vs previous 13F +94 shares

    0.51% of the 13F portfolio, value $7,658,200.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 23,302 shares
    Change vs previous 13F -711 shares

    0.5% of the 13F portfolio, value $6,854,540.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 24,013 shares
    Change vs previous 13F +3,516 shares

    0.62% of the 13F portfolio, value $7,737,264.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 20,497 shares
    Change vs previous 13F +245 shares

    0.56% of the 13F portfolio, value $6,465,588.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 20,252 shares
    Change vs previous 13F +47 shares

    0.58% of the 13F portfolio, value $5,871,294.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 20,205 shares
    Change vs previous 13F +956 shares

    0.56% of the 13F portfolio, value $4,956,225.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 19,249 shares
    Change vs previous 13F +800 shares

    0.53% of the 13F portfolio, value $4,614,034.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 18,449 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,890,122.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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