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FINANCIAL ADVISORY PARTNERS, LLC: JPM position timeline

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

FINANCIAL ADVISORY PARTNERS, LLC held 18,233 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,233 shares
    Change vs previous 13F -210 shares

    1.56% of the 13F portfolio, value $5,968,207.

    13F-HR 0001994252-26-000005 filed by FINANCIAL ADVISORY PARTNERS, LLC
    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 18,443 shares
    Change vs previous 13F -62 shares

    1.53% of the 13F portfolio, value $5,425,193.

    13F-HR 0001994252-26-000002 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 18,505 shares
    Change vs previous 13F -556 shares

    1.68% of the 13F portfolio, value $5,962,681.

    13F-HR 0001994252-26-000001 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,061 shares
    Change vs previous 13F -202 shares

    1.76% of the 13F portfolio, value $6,012,411.

    13F-HR 0001994252-25-000002 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 19,263 shares
    Change vs previous 13F -1,100 shares

    1.76% of the 13F portfolio, value $5,584,536.

    13F-HR 0001085146-25-003786 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 20,363 shares
    Change vs previous 13F -355 shares

    1.67% of the 13F portfolio, value $4,995,044.

    13F-HR 0001085146-25-002004 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 20,718 shares
    Change vs previous 13F -799 shares

    1.65% of the 13F portfolio, value $4,966,312.

    13F-HR 0001085146-25-000513 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,517 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $4,537,075.

    13F-HR 0001085146-24-004722 filed by FINANCIAL ADVISORY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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