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Disclosery

Anderson Financial Strategies, LLC: JPM position timeline

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

Anderson Financial Strategies, LLC held 1,862 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,862 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $665,218.

    13F-HR 0002018166-26-000003 filed by Anderson Financial Strategies, 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 1,862 shares
    Change vs previous 13F -200 shares

    0.32% of the 13F portfolio, value $576,103.

    13F-HR 0002018166-26-000002 filed by Anderson Financial Strategies, 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 2,062 shares
    Change vs previous 13F -100 shares

    0.39% of the 13F portfolio, value $664,418.

    13F-HR 0002018166-26-000001 filed by Anderson Financial Strategies, 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 2,162 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $681,960.

    13F-HR 0002018166-25-000007 filed by Anderson Financial Strategies, 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 2,162 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $627,000.

    13F-HR 0002018166-25-000005 filed by Anderson Financial Strategies, 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 2,162 shares
    Change vs previous 13F +200 shares

    0.32% of the 13F portfolio, value $530,339.

    13F-HR 0002018166-25-000004 filed by Anderson Financial Strategies, 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 1,962 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $470,311.

    13F-HR 0002018166-25-000002 filed by Anderson Financial Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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