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CAHILL FINANCIAL ADVISORS INC: JPM position timeline

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

CAHILL FINANCIAL ADVISORS INC held 6,916 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 6,916 shares
    Change vs previous 13F -32 shares

    0.22% of the 13F portfolio, value $2,263,864.

    13F-HR 0001600327-26-000007 filed by CAHILL FINANCIAL ADVISORS 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 6,948 shares
    Change vs previous 13F +83 shares

    0.22% of the 13F portfolio, value $2,043,796.

    13F-HR 0001600327-26-000005 filed by CAHILL 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 ended2025-12-31
    13F 6,865 shares
    Change vs previous 13F -50 shares

    0.24% of the 13F portfolio, value $2,211,907.

    13F-HR 0001600327-26-000003 filed by CAHILL 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 ended2025-09-30
    13F 6,915 shares
    Change vs previous 13F +36 shares

    0.25% of the 13F portfolio, value $2,181,246.

    13F-HR 0001600327-25-000014 filed by CAHILL 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 ended2025-06-30
    13F 6,879 shares
    Change vs previous 13F -377 shares

    0.25% of the 13F portfolio, value $1,994,276.

    13F-HR 0001600327-25-000007 filed by CAHILL 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 ended2025-03-31
    13F 7,256 shares
    Change vs previous 13F +239 shares

    0.24% of the 13F portfolio, value $1,779,775.

    13F-HR 0001600327-25-000005 filed by CAHILL 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 ended2024-12-31
    13F 7,017 shares
    Change vs previous 13F +1,533 shares

    0.23% of the 13F portfolio, value $1,682,152.

    13F-HR 0001600327-25-000003 filed by CAHILL 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 ended2024-09-30
    13F 5,484 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,156,425.

    13F-HR 0001600327-24-000013 filed by CAHILL FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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