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Disclosery

Financial Engines Advisors L.L.C.: JPM position timeline

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

Financial Engines Advisors L.L.C. held 21,685 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,685 shares
    Change vs previous 13F +278 shares

    0.01% of the 13F portfolio, value $7,098,160.

    13F-HR 0001214659-26-010131 filed by Financial Engines Advisors L.L.C.
    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 21,407 shares
    Change vs previous 13F -944 shares

    0.01% of the 13F portfolio, value $6,296,954.

    13F-HR 0001214659-26-006143 filed by Financial Engines Advisors L.L.C.
    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 22,351 shares
    Change vs previous 13F -613 shares

    0.01% of the 13F portfolio, value $7,201,902.

    13F-HR 0001214659-26-001606 filed by Financial Engines Advisors L.L.C.
    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 22,964 shares
    Change vs previous 13F +3,331 shares

    0.01% of the 13F portfolio, value $7,243,535.

    13F-HR 0001214659-25-016774 filed by Financial Engines Advisors L.L.C.
    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 19,633 shares
    Change vs previous 13F +3,133 shares

    0.01% of the 13F portfolio, value $5,691,825.

    13F-HR 0001214659-25-012011 filed by Financial Engines Advisors L.L.C.
    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 16,500 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $4,047,842.

    13F-HR 0001214659-25-007384 filed by Financial Engines Advisors L.L.C.
    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 16,549 shares
    Change vs previous 13F +8,217 shares

    0.01% of the 13F portfolio, value $3,966,914.

    13F-HR 0001214659-25-002426 filed by Financial Engines Advisors L.L.C.
    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 8,332 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,756,863.

    13F-HR 0001214659-24-018676 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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