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Lido Advisors, LLC: JPM position timeline

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

Lido Advisors, LLC held 557,608 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 557,608 shares
    Change vs previous 13F +18,489 shares

    0.65% of the 13F portfolio, value $182,523,059.

    13F-HR 0001172661-26-003159 filed by Lido 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 539,119 shares
    Change vs previous 13F -53,231 shares

    0.62% of the 13F portfolio, value $158,588,133.

    13F-HR 0001172661-26-001805 filed by Lido 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 592,350 shares
    Change vs previous 13F +3,983 shares

    0.74% of the 13F portfolio, value $187,992,798.

    13F-HR 0001172661-26-000582 filed by Lido 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 588,367 shares
    Change vs previous 13F +122,188 shares

    0.76% of the 13F portfolio, value $185,589,308.

    13F-HR 0001172661-25-004894 filed by Lido 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 466,179 shares
    Change vs previous 13F +44,329 shares

    0.71% of the 13F portfolio, value $135,150,348.

    13F-HR 0001172661-25-003111 filed by Lido 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 421,850 shares
    Change vs previous 13F +84,662 shares

    0.61% of the 13F portfolio, value $103,479,871.

    13F-HR 0001172661-25-002184 filed by Lido 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 337,188 shares
    Change vs previous 13F +64,083 shares

    0.51% of the 13F portfolio, value $80,827,193.

    13F-HR 0001172661-25-001102 filed by Lido 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 273,105 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $57,587,162.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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