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Abbot Financial Management, Inc.: JPM position timeline

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

Abbot Financial Management, Inc. held 30,787 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,787 shares
    Change vs previous 13F +37 shares

    3.7% of the 13F portfolio, value $10,077,541.

    13F-HR 0001714341-26-000003 filed by Abbot Financial Management, Inc.
    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 30,750 shares
    Change vs previous 13F -134 shares

    3.84% of the 13F portfolio, value $9,045,508.

    13F-HR 0001714341-26-000002 filed by Abbot Financial Management, Inc.
    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 30,884 shares
    Change vs previous 13F +351 shares

    4.13% of the 13F portfolio, value $9,951,571.

    13F-HR 0001714341-26-000001 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 30,533 shares
    Change vs previous 13F -239 shares

    4.11% of the 13F portfolio, value $9,630,993.

    13F-HR 0001714341-25-000006 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 30,772 shares
    Change vs previous 13F -399 shares

    4.11% of the 13F portfolio, value $8,921,197.

    13F-HR 0001714341-25-000003 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 31,171 shares
    Change vs previous 13F +137 shares

    3.97% of the 13F portfolio, value $7,646,124.

    13F-HR 0001714341-25-000002 filed by Abbot Financial Management, Inc.
    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 31,034 shares
    Change vs previous 13F -198 shares

    3.7% of the 13F portfolio, value $7,439,184.

    13F-HR 0001714341-25-000001 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 31,232 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $6,585,664.

    13F-HR 0001714341-24-000006 filed by Abbot Financial Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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