Skip to content
Disclosery

Buttonwood Financial Advisors Inc.: JPM position timeline

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

Buttonwood Financial Advisors Inc. held 3,324 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,324 shares
    Change vs previous 13F -5 shares

    0.33% of the 13F portfolio, value $1,099,515.

    13F-HR 0001904033-26-000006 filed by Buttonwood Financial Advisors Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,329 shares
    Change vs previous 13F -6 shares

    0.33% of the 13F portfolio, value $1,089,679.

    13F-HR 0001904033-26-000004 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,335 shares
    Change vs previous 13F -63 shares

    0.33% of the 13F portfolio, value $981,145.

    13F-HR 0001904033-26-000002 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,398 shares
    Change vs previous 13F -10 shares

    0.37% of the 13F portfolio, value $1,094,848.

    13F-HR 0001904033-26-000001 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,408 shares
    Change vs previous 13F -39 shares

    0.37% of the 13F portfolio, value $1,075,067.

    13F-HR 0001904033-25-000006 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,447 shares
    Change vs previous 13F -931 shares

    0.4% of the 13F portfolio, value $999,235.

    13F-HR 0001904033-25-000003 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 4,378 shares
    Change vs previous 13F -229 shares

    0.47% of the 13F portfolio, value $1,073,852.

    13F-HR 0001904033-25-000002 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,607 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,104,384.

    13F-HR 0001904033-25-000001 filed by Buttonwood Financial Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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