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Disclosery

Alpha Financial Partners LLC: JPM position timeline

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

Alpha Financial Partners LLC held 12,364 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,364 shares
    Change vs previous 13F +13 shares

    2.13% of the 13F portfolio, value $4,047,092.

    13F-HR 0001951757-26-001211 filed by Alpha Financial Partners 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 12,351 shares
    Change vs previous 13F +63 shares

    2.15% of the 13F portfolio, value $3,633,275.

    13F-HR 0001951757-26-000850 filed by Alpha Financial Partners 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 12,288 shares
    Change vs previous 13F +9,532 shares

    2.42% of the 13F portfolio, value $3,959,377.

    13F-HR 0001951757-26-000406 filed by Alpha Financial Partners 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 2,756 shares
    Change vs previous 13F -14 shares

    0.57% of the 13F portfolio, value $869,449.

    13F-HR 0001951757-25-001349 filed by Alpha Financial Partners 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 2,770 shares
    Change vs previous 13F -46 shares

    0.58% of the 13F portfolio, value $802,948.

    13F-HR 0001951757-25-000958 filed by Alpha Financial Partners 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 2,816 shares
    Change vs previous 13F -47 shares

    0.55% of the 13F portfolio, value $690,665.

    13F-HR 0001951757-25-000482 filed by Alpha Financial Partners 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 2,863 shares
    Change vs previous 13F -466 shares

    0.54% of the 13F portfolio, value $686,357.

    13F-HR 0001951757-25-000222 filed by Alpha Financial Partners 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 3,329 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $702,020.

    13F-HR 0001951757-24-001122 filed by Alpha Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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