CFO4Life Group, LLC: JPM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on JPM, newest first. How the timeline and the estimate are built.
CFO4Life Group, LLC held 7,557 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 7,557 sharesChange vs previous 13F +69 shares
0.33% of the 13F portfolio, value $2,473,538.
13F-HR 0001765380-26-000360 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,488 sharesChange vs previous 13F -2,241 shares
0.34% of the 13F portfolio, value $2,202,645.
13F-HR 0001765380-26-000199 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 9,729 sharesChange vs previous 13F +45 shares
0.45% of the 13F portfolio, value $3,134,994.
13F-HR 0001765380-26-000075 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,684 sharesChange vs previous 13F +92 shares
0.44% of the 13F portfolio, value $3,054,475.
13F-HR 0001765380-25-000451 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,592 sharesChange vs previous 13F -393 shares
0.43% of the 13F portfolio, value $2,780,921.
13F-HR 0001765380-25-000315 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,985 sharesChange vs previous 13F -294 shares
0.41% of the 13F portfolio, value $2,449,207.
13F-HR 0001765380-25-000154 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 10,279 sharesChange vs previous 13F +217 shares
0.43% of the 13F portfolio, value $2,463,925.
13F-HR 0001765380-25-000070 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,062 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $2,121,778.
13F-HR 0001765380-24-000432 filed by CFO4Life Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).