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First Heartland Consultants, Inc.: JPM position timeline

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

First Heartland Consultants, Inc. held 8,381 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,381 shares
    Change vs previous 13F +213 shares

    0.18% of the 13F portfolio, value $2,772,811.

    13F-HR 0001214659-26-012670 filed by First Heartland Consultants, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,168 shares
    Change vs previous 13F +193 shares

    0.17% of the 13F portfolio, value $2,673,535.

    13F-HR 0001214659-26-008353 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,975 shares
    Change vs previous 13F -68 shares

    0.18% of the 13F portfolio, value $2,345,824.

    13F-HR 0001214659-26-004432 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,043 shares
    Change vs previous 13F -968 shares

    0.2% of the 13F portfolio, value $2,591,486.

    13F-HR 0001214659-26-000326 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,011 shares
    Change vs previous 13F -292 shares

    0.23% of the 13F portfolio, value $2,842,196.

    13F-HR 0001214659-25-016153 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,303 shares
    Change vs previous 13F +817 shares

    0.24% of the 13F portfolio, value $2,696,901.

    13F-HR 0001214659-25-012366 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 8,486 shares
    Change vs previous 13F +91 shares

    0.21% of the 13F portfolio, value $2,081,702.

    13F-HR 0001214659-25-007055 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,395 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,012,458.

    13F-HR 0001214659-25-002909 filed by First Heartland Consultants, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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