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Financial Advisory Corp: JPM position timeline

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

Financial Advisory Corp held 772 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 772 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $252,772.

    13F-HR 0002085853-26-000681 filed by Financial Advisory Corp
    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 765 shares
    Change vs previous 13F -414 shares

    0.03% of the 13F portfolio, value $225,042.

    13F-HR 0002085853-26-000355 filed by Financial Advisory Corp
    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 1,179 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $379,872.

    13F-HR 0002085853-26-000103 filed by Financial Advisory Corp
    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 1,178 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $371,522.

    13F-HR 0002085853-25-000032 filed by Financial Advisory Corp
    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 1,177 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $341,155.

    13F-HR 0001667731-25-000781 filed by Financial Advisory Corp
    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 1,175 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $288,339.

    13F-HR 0001667731-25-000419 filed by Financial Advisory Corp
    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 1,174 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $281,518.

    13F-HR 0001667731-25-000315 filed by Financial Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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