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Englebert Financial Advisers, LLC: JPM position timeline

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

Englebert Financial Advisers, LLC held 1,430 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,430 shares
    Change vs previous 13F +10 shares

    0.46% of the 13F portfolio, value $468,082.

    13F-HR 0002097035-26-000005 filed by Englebert Financial Advisers, 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 1,420 shares
    Change vs previous 13F -49 shares

    0.48% of the 13F portfolio, value $417,707.

    13F-HR 0002097035-26-000004 filed by Englebert Financial Advisers, 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 1,469 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $473,341.

    13F-HR 0002097035-26-000003 filed by Englebert Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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