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Comprehensive Financial Consultants Institutional, Inc.: JPM position timeline

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

Comprehensive Financial Consultants Institutional, Inc. held 25,922 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 25,922 shares
    Change vs previous 13F +143 shares

    2.25% of the 13F portfolio, value $8,485,048.

    13F-HR 0001172661-26-002619 filed by Comprehensive Financial Consultants Institutional, 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 25,779 shares
    Change vs previous 13F -1,704 shares

    2.25% of the 13F portfolio, value $7,583,151.

    13F-HR 0001172661-26-001625 filed by Comprehensive Financial Consultants Institutional, 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 27,483 shares
    Change vs previous 13F -977 shares

    2.67% of the 13F portfolio, value $8,855,572.

    13F-HR 0001172661-26-000391 filed by Comprehensive Financial Consultants Institutional, 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 28,460 shares
    Change vs previous 13F -937 shares

    2.78% of the 13F portfolio, value $8,977,138.

    13F-HR 0001172661-25-004303 filed by Comprehensive Financial Consultants Institutional, 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 29,397 shares
    Change vs previous 13F -1,666 shares

    2.8% of the 13F portfolio, value $8,522,484.

    13F-HR 0001172661-25-002670 filed by Comprehensive Financial Consultants Institutional, 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 31,063 shares
    Change vs previous 13F -1,224 shares

    2.71% of the 13F portfolio, value $7,619,754.

    13F-HR 0001172661-25-001994 filed by Comprehensive Financial Consultants Institutional, 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 32,287 shares
    Change vs previous 13F -955 shares

    2.82% of the 13F portfolio, value $7,739,517.

    13F-HR 0001172661-25-000343 filed by Comprehensive Financial Consultants Institutional, 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 33,242 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $7,009,408.

    13F-HR 0001172661-24-004430 filed by Comprehensive Financial Consultants Institutional, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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