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Disclosery

Focus Financial Network, Inc.: JPM position timeline

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

Focus Financial Network, Inc. held 33,578 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,578 shares
    Change vs previous 13F +1,841 shares

    0.34% of the 13F portfolio, value $10,991,036.

    13F-HR 0001754960-26-000448 filed by Focus Financial Network, 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 31,737 shares
    Change vs previous 13F -1,163 shares

    0.33% of the 13F portfolio, value $9,335,874.

    13F-HR 0001754960-26-000242 filed by Focus Financial Network, 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 32,900 shares
    Change vs previous 13F +659 shares

    0.37% of the 13F portfolio, value $10,601,116.

    13F-HR 0001754960-26-000023 filed by Focus Financial Network, 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 32,241 shares
    Change vs previous 13F +761 shares

    0.36% of the 13F portfolio, value $10,169,719.

    13F-HR 0001754960-25-000655 filed by Focus Financial Network, 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 31,480 shares
    Change vs previous 13F -3,491 shares

    0.36% of the 13F portfolio, value $9,126,284.

    13F-HR 0001754960-25-000338 filed by Focus Financial Network, 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 34,971 shares
    Change vs previous 13F +234 shares

    0.35% of the 13F portfolio, value $8,578,454.

    13F-HR 0001754960-25-000196 filed by Focus Financial Network, 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 34,737 shares
    Change vs previous 13F +594 shares

    0.33% of the 13F portfolio, value $8,326,902.

    13F-HR 0001754960-25-000080 filed by Focus Financial Network, 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 34,143 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $7,199,290.

    13F-HR 0001754960-24-000536 filed by Focus Financial Network, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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