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Disclosery

Financial Guidance Group, Inc.: JPM position timeline

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

Financial Guidance Group, Inc. held 1,011 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,011 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $330,931.

    13F-HR 0001929349-26-000008 filed by Financial Guidance Group, Inc.
    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 1,011 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $297,396.

    13F-HR 0001929349-26-000004 filed by Financial Guidance Group, Inc.
    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 1,011 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $325,764.

    13F-HR 0001929349-26-000002 filed by Financial Guidance Group, Inc.
    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 1,011 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $318,900.

    13F-HR 0001929349-25-000005 filed by Financial Guidance Group, Inc.
    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 1,011 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $293,099.

    13F-HR 0001085146-25-004235 filed by Financial Guidance Group, Inc.
    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 1,011 shares
    Change vs previous 13F +117 shares

    0.13% of the 13F portfolio, value $247,998.

    13F-HR 0001085146-25-002270 filed by Financial Guidance Group, Inc.
    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 894 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $214,301.

    13F-HR 0001085146-25-000604 filed by Financial Guidance Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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