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Disclosery

First Affirmative Financial Network: JPM position timeline

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

First Affirmative Financial Network held 2,521 JPM shares at 2026-03-31 per its 13F-HR/A filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 2,521 shares
    Change vs previous 13F +216 shares

    0.29% of the 13F portfolio, value $741,593.

    13F-HR/A 0001656282-26-000005 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 2,305 shares
    Change vs previous 13F -265 shares

    0.34% of the 13F portfolio, value $726,936.

    13F-HR 0001656282-25-000008 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,570 shares
    Change vs previous 13F -105 shares

    0.38% of the 13F portfolio, value $745,070.

    13F-HR 0001656282-25-000007 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,675 shares
    Change vs previous 13F -126 shares

    0.4% of the 13F portfolio, value $656,147.

    13F-HR 0001656282-25-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,801 shares
    Change vs previous 13F -3,586 shares

    0.39% of the 13F portfolio, value $671,387.

    13F-HR 0001656282-25-000001 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 6,387 shares
    Change vs previous 13F +3,387 shares

    0.74% of the 13F portfolio, value $1,346,690.

    13F-HR 0001656282-24-000010 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 3,000 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $606,850.

    13F-HR 0001656282-24-000004 filed by First Affirmative Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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