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Disclosery

Financial Strategies Group, Inc.: JPM position timeline

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

Financial Strategies Group, Inc. held 35,740 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,740 shares
    Change vs previous 13F +440 shares

    1.97% of the 13F portfolio, value $12,338,505.

    13F-HR 0001986152-26-000122 filed by Financial Strategies 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 35,300 shares
    Change vs previous 13F +1,869 shares

    1.84% of the 13F portfolio, value $11,000,636.

    13F-HR 0001986152-26-000075 filed by Financial Strategies 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 33,431 shares
    Change vs previous 13F +730 shares

    2.02% of the 13F portfolio, value $11,186,479.

    13F-HR 0001986152-26-000008 filed by Financial Strategies 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 32,701 shares
    Change vs previous 13F +658 shares

    1.93% of the 13F portfolio, value $10,116,030.

    13F-HR 0001986152-25-000097 filed by Financial Strategies 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 32,043 shares
    Change vs previous 13F +1,313 shares

    1.92% of the 13F portfolio, value $9,191,789.

    13F-HR 0001986152-25-000067 filed by Financial Strategies 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 30,730 shares
    Change vs previous 13F -978 shares

    1.69% of the 13F portfolio, value $7,164,070.

    13F-HR 0001986152-25-000045 filed by Financial Strategies 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 31,708 shares
    Change vs previous 13F -1,463 shares

    1.82% of the 13F portfolio, value $7,605,832.

    13F-HR 0001986152-25-000004 filed by Financial Strategies Group, Inc.
    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 33,171 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $7,346,659.

    13F-HR 0001986152-24-000052 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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