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Diversify Advisory Services, LLC: JPM position timeline

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

Diversify Advisory Services, LLC held 145,358 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 145,358 shares
    Change vs previous 13F +69,241 shares

    0.43% of the 13F portfolio, value $51,776,750.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 72,679 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 72,679 shares

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

  2. period ended2026-03-31
    13F 76,117 shares
    Change vs previous 13F +10,899 shares

    0.38% of the 13F portfolio, value $23,539,141.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 4,528 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 71,589 shares

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

  3. period ended2025-12-31
    13F 65,218 shares
    Change vs previous 13F -304 shares

    0.38% of the 13F portfolio, value $20,326,848.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 32,263 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,955 shares

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

  4. period ended2025-09-30
    13F 65,522 shares
    Change vs previous 13F -5,881 shares

    0.43% of the 13F portfolio, value $20,269,133.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 33,500 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 32,022 shares

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

  5. period ended2025-06-30
    13F 71,403 shares
    Change vs previous 13F +15,596 shares

    0.49% of the 13F portfolio, value $20,910,180.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 40,558 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,845 shares

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

  6. period ended2025-03-31
    13F 55,807 shares
    Change vs previous 13F +5,329 shares

    0.46% of the 13F portfolio, value $13,651,604.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 27,186 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 28,621 shares

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

  7. period ended2024-12-31
    13F 50,478 shares
    Change vs previous 13F +3,181 shares

    0.39% of the 13F portfolio, value $12,108,193.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 26,279 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 24,199 shares

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

  8. period ended2024-09-30
    13F 47,297 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $10,588,693.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 31,134 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,163 shares

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