Fortune Financial Advisors, LLC: JPM position timeline

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

Fortune Financial Advisors, LLC held 11,490 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 11,490 shares
Change vs previous 13F +655 shares
1.61% of the 13F portfolio, value $3,761,008.
13F-HR 0001961828-26-000008 filed by Fortune Financial Advisors, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 10,835 shares
Change vs previous 13F -250 shares
1.62% of the 13F portfolio, value $3,187,106.
13F-HR 0001961828-26-000004 filed by Fortune Financial Advisors, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 11,085 shares
Change vs previous 13F +14 shares
2.41% of the 13F portfolio, value $3,571,873.
13F-HR 0001961828-26-000002 filed by Fortune Financial Advisors, LLC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 11,071 shares
Change vs previous 13F -25 shares
2.63% of the 13F portfolio, value $3,491,969.
13F-HR 0001961828-25-000005 filed by Fortune Financial Advisors, LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 11,096 shares
Change vs previous 13F -66 shares
2.59% of the 13F portfolio, value $3,216,832.
13F-HR 0001085146-25-003876 filed by Fortune Financial Advisors, LLC
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 11,162 shares
Change vs previous 13F +276 shares
2.36% of the 13F portfolio, value $2,738,078.
13F-HR 0001085146-25-002423 filed by Fortune Financial Advisors, LLC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 10,886 shares
Change vs previous 13F +133 shares
2.37% of the 13F portfolio, value $2,609,448.
13F-HR 0001085146-25-000439 filed by Fortune Financial Advisors, LLC
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 10,753 shares
Change vs previous 13F not available
2.05% of the 13F portfolio, value $2,267,455.
13F-HR 0001085146-24-005118 filed by Fortune Financial Advisors, LLC
Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).