Skip to content
Disclosery

Farther Finance Advisors, LLC: JPM position timeline

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

Farther Finance Advisors, LLC held 200,767 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 200,767 shares
    Change vs previous 13F +33,495 shares

    0.47% of the 13F portfolio, value $66,419,713.

    13F-HR 0001992825-26-000006 filed by Farther Finance Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 167,272 shares
    Change vs previous 13F +24,292 shares

    0.43% of the 13F portfolio, value $54,762,413.

    13F-HR 0001992825-26-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 142,980 shares
    Change vs previous 13F -2,065 shares

    0.4% of the 13F portfolio, value $42,233,454.

    13F-HR 0001992825-26-000003 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 145,045 shares
    Change vs previous 13F +52,037 shares

    0.5% of the 13F portfolio, value $46,736,365.

    13F-HR 0001992825-26-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 93,008 shares
    Change vs previous 13F +12,443 shares

    0.44% of the 13F portfolio, value $29,337,596.

    13F-HR 0001992825-25-000010 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 80,565 shares
    Change vs previous 13F +28,138 shares

    0.47% of the 13F portfolio, value $23,356,339.

    13F-HR 0001992825-25-000006 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 52,427 shares
    Change vs previous 13F +11,429 shares

    0.33% of the 13F portfolio, value $12,774,411.

    13F-HR 0001992825-25-000004 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 40,998 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $9,827,670.

    13F-HR 0001992825-25-000001 filed by Farther Finance Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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