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Disclosery

626 Financial, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 626 Financial, LLC on JPM, newest first. How the timeline and the estimate are built.

626 Financial, LLC held 8,117 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,117 shares
    Change vs previous 13F -95 shares

    1.04% of the 13F portfolio, value $2,657,075.

    13F-HR 0001951757-26-001069 filed by 626 Financial, 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 8,212 shares
    Change vs previous 13F -1,111 shares

    1.08% of the 13F portfolio, value $2,415,708.

    13F-HR 0001951757-26-000723 filed by 626 Financial, 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 9,323 shares
    Change vs previous 13F -1,295 shares

    1.3% of the 13F portfolio, value $3,004,129.

    13F-HR 0001951757-26-000373 filed by 626 Financial, 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 10,618 shares
    Change vs previous 13F -123 shares

    1.48% of the 13F portfolio, value $3,349,222.

    13F-HR 0001951757-25-001344 filed by 626 Financial, 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/A 10,741 shares
    Change vs previous 13F -98 shares

    1.46% of the 13F portfolio, value $3,113,902.

    13F-HR/A 0001951757-25-001014 filed by 626 Financial, 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 10,839 shares
    Change vs previous 13F +205 shares

    1.37% of the 13F portfolio, value $2,658,757.

    13F-HR 0001951757-25-000288 filed by 626 Financial, 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 10,634 shares
    Change vs previous 13F -224 shares

    1.37% of the 13F portfolio, value $2,549,173.

    13F-HR 0001951757-25-000015 filed by 626 Financial, 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 10,858 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,289,530.

    13F-HR 0001951757-24-001022 filed by 626 Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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