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Disclosery

Equita Financial Network, Inc.: JPM position timeline

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

Equita Financial Network, Inc. held 736 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 736 shares
    Change vs previous 13F +736 shares

    0.07% of the 13F portfolio, value $240,915.

    13F-HR 0002063364-26-000228 filed by Equita Financial Network, 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 0 shares
    Change vs previous 13F -965 shares

    13F-HR 0002063364-26-000116 filed by Equita Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 965 shares
    Change vs previous 13F +75 shares

    0.09% of the 13F portfolio, value $310,946.

    13F-HR 0002063364-26-000037 filed by Equita Financial Network, 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 890 shares
    Change vs previous 13F -72 shares

    0.09% of the 13F portfolio, value $280,885.

    13F-HR 0002063364-25-000260 filed by Equita Financial Network, 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 962 shares
    Change vs previous 13F -783 shares

    0.11% of the 13F portfolio, value $278,893.

    13F-HR 0002063364-25-000177 filed by Equita Financial Network, 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 1,745 shares
    Change vs previous 13F +587 shares

    0.15% of the 13F portfolio, value $428,049.

    13F-HR 0002063364-25-000043 filed by Equita Financial Network, 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 1,158 shares
    Change vs previous 13F +88 shares

    0.1% of the 13F portfolio, value $277,584.

    13F-HR 0001994461-25-000003 filed by Equita Financial Network, 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 1,070 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $226,000.

    13F-HR 0001994461-24-000011 filed by Equita Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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