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Disclosery

CRA Financial Services, LLC: JPM position timeline

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

CRA Financial Services, LLC held 11,963 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,963 shares
    Change vs previous 13F +282 shares

    0.45% of the 13F portfolio, value $3,915,737.

    13F-HR 0001765594-26-000003 filed by CRA 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 11,681 shares
    Change vs previous 13F +17 shares

    0.45% of the 13F portfolio, value $3,436,177.

    13F-HR 0001765594-26-000002 filed by CRA 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 11,664 shares
    Change vs previous 13F +40 shares

    0.49% of the 13F portfolio, value $3,758,219.

    13F-HR 0001765594-26-000001 filed by CRA 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 11,624 shares
    Change vs previous 13F +324 shares

    0.5% of the 13F portfolio, value $3,666,508.

    13F-HR 0001765594-25-000008 filed by CRA 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 11,300 shares
    Change vs previous 13F +191 shares

    0.5% of the 13F portfolio, value $3,276,065.

    13F-HR 0001765594-25-000004 filed by CRA 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 11,109 shares
    Change vs previous 13F +512 shares

    0.47% of the 13F portfolio, value $2,725,089.

    13F-HR 0001765594-25-000002 filed by CRA 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 10,597 shares
    Change vs previous 13F +457 shares

    0.44% of the 13F portfolio, value $2,540,148.

    13F-HR 0001765594-25-000001 filed by CRA 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 10,140 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,138,082.

    13F-HR 0001765594-24-000007 filed by CRA Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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