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Disclosery

Financial Advisory Group: JPM position timeline

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

Financial Advisory Group held 3,091 JPM shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 3,091 shares
    Change vs previous 13F -168 shares

    0.11% of the 13F portfolio, value $619,097.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 3,259 shares
    Change vs previous 13F +4 shares

    0.11% of the 13F portfolio, value $554,317.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 3,255 shares
    Change vs previous 13F -359 shares

    0.1% of the 13F portfolio, value $472,064.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 3,614 shares
    Change vs previous 13F -92 shares

    0.1% of the 13F portfolio, value $525,638.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 3,706 shares
    Change vs previous 13F +630 shares

    0.1% of the 13F portfolio, value $482,875.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 3,076 shares
    Change vs previous 13F -840 shares

    0.09% of the 13F portfolio, value $412,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 3,916 shares
    Change vs previous 13F +12 shares

    0.09% of the 13F portfolio, value $409,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 3,904 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $440,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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