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Disclosery

DecisionPoint Financial, LLC: JPM position timeline

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

DecisionPoint Financial, LLC held 831 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 831 shares
    Change vs previous 13F +23 shares

    0.05% of the 13F portfolio, value $277,483.

    13F-HR 0001938514-26-000003 filed by DecisionPoint Financial, 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 808 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $237,785.

    13F-HR 0001938514-26-000002 filed by DecisionPoint Financial, 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 808 shares
    Change vs previous 13F +174 shares

    0.06% of the 13F portfolio, value $260,382.

    13F-HR 0001938514-26-000001 filed by DecisionPoint Financial, 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 634 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $196,991.

    13F-HR 0001938514-25-000007 filed by DecisionPoint Financial, 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 634 shares
    Change vs previous 13F +24 shares

    0.05% of the 13F portfolio, value $184,120.

    13F-HR 0001938514-25-000006 filed by DecisionPoint Financial, 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 610 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $149,633.

    13F-HR 0001938514-25-000003 filed by DecisionPoint Financial, 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 610 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $146,224.

    13F-HR 0001938514-25-000001 filed by DecisionPoint Financial, 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 610 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $128,625.

    13F-HR 0001938514-24-000006 filed by DecisionPoint Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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