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Disclosery

BFSG, LLC: JPM position timeline

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

BFSG, LLC held 26,235 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,235 shares
    Change vs previous 13F -108 shares

    0.76% of the 13F portfolio, value $8,587,505.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 26,343 shares
    Change vs previous 13F +478 shares

    0.73% of the 13F portfolio, value $7,748,986.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 25,865 shares
    Change vs previous 13F -86 shares

    0.81% of the 13F portfolio, value $8,334,063.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 25,951 shares
    Change vs previous 13F +515 shares

    0.79% of the 13F portfolio, value $8,185,650.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 25,436 shares
    Change vs previous 13F -210 shares

    0.82% of the 13F portfolio, value $7,374,013.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 25,646 shares
    Change vs previous 13F -1,576 shares

    0.77% of the 13F portfolio, value $6,291,021.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 27,222 shares
    Change vs previous 13F -1,721 shares

    0.76% of the 13F portfolio, value $6,525,385.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 28,943 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $6,102,862.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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