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Disclosery

Commonwealth Financial Services, LLC: JPM position timeline

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

Commonwealth Financial Services, LLC held 19,171 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,171 shares
    Change vs previous 13F +5,220 shares

    0.63% of the 13F portfolio, value $4,670,074.

    13F-HR 0001536755-26-000007 filed by Commonwealth Financial Services, 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 13,951 shares
    Change vs previous 13F -1,545 shares

    0.65% of the 13F portfolio, value $4,103,779.

    13F-HR 0001536755-26-000005 filed by Commonwealth Financial Services, 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 15,496 shares
    Change vs previous 13F -1,583 shares

    0.82% of the 13F portfolio, value $4,993,134.

    13F-HR 0001536755-26-000003 filed by Commonwealth Financial Services, 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 17,079 shares
    Change vs previous 13F +117 shares

    0.92% of the 13F portfolio, value $5,387,155.

    13F-HR 0001536755-25-000015 filed by Commonwealth Financial Services, 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 16,962 shares
    Change vs previous 13F +83 shares

    0.95% of the 13F portfolio, value $4,917,325.

    13F-HR 0001536755-25-000010 filed by Commonwealth Financial Services, 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 16,879 shares
    Change vs previous 13F +827 shares

    0.85% of the 13F portfolio, value $4,140,380.

    13F-HR 0001536755-25-000007 filed by Commonwealth Financial Services, 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 16,052 shares
    Change vs previous 13F +809 shares

    0.75% of the 13F portfolio, value $3,847,825.

    13F-HR 0001536755-25-000003 filed by Commonwealth Financial Services, 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 15,243 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $3,155,911.

    13F-HR 0001536755-24-000015 filed by Commonwealth Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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