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Disclosery

Financial Advisors, LLC: JPM position timeline

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

Financial Advisors, LLC held 11,467 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 11,467 shares
    Change vs previous 13F -670 shares

    0.64% of the 13F portfolio, value $3,616,974.

    13F-HR 0001951757-25-001314 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 12,137 shares
    Change vs previous 13F +9 shares

    0.66% of the 13F portfolio, value $3,518,617.

    13F-HR 0001951757-25-000999 filed by Financial 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 ended2025-03-31
    13F 12,128 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $2,974,981.

    13F-HR 0001951757-25-000500 filed by Financial 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 ended2024-12-31
    13F 12,128 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,907,186.

    13F-HR 0001951757-25-000043 filed by Financial 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 ended2024-09-30
    13F 12,128 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $2,557,295.

    13F-HR 0001951757-24-001057 filed by Financial 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 ended2024-06-30
    13F 12,128 shares
    Change vs previous 13F +297 shares

    0.5% of the 13F portfolio, value $2,452,995.

    13F-HR 0001951757-24-000513 filed by Financial 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 ended2024-03-31
    13F 11,831 shares
    Change vs previous 13F -315 shares

    0.49% of the 13F portfolio, value $2,369,735.

    13F-HR 0001951757-24-000438 filed by Financial 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 ended2023-12-31
    13F 12,146 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,066,013.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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