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Disclosery

FourThought Financial Partners, LLC: JPM position timeline

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

FourThought Financial Partners, LLC held 72,550 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,550 shares
    Change vs previous 13F +35 shares

    1.83% of the 13F portfolio, value $23,747,905.

    13F-HR 0001765380-26-000356 filed by FourThought Financial Partners, LLC
    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 72,515 shares
    Change vs previous 13F +238 shares

    1.84% of the 13F portfolio, value $21,330,927.

    13F-HR 0001765380-26-000183 filed by FourThought Financial Partners, LLC
    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 72,277 shares
    Change vs previous 13F -202 shares

    1.97% of the 13F portfolio, value $23,289,037.

    13F-HR 0001765380-26-000071 filed by FourThought Financial Partners, LLC
    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 72,479 shares
    Change vs previous 13F -1,778 shares

    2.01% of the 13F portfolio, value $22,862,015.

    13F-HR 0001765380-25-000495 filed by FourThought Financial Partners, LLC
    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 74,257 shares
    Change vs previous 13F -1,530 shares

    2.13% of the 13F portfolio, value $21,527,795.

    13F-HR 0001765380-25-000355 filed by FourThought Financial Partners, LLC
    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 75,787 shares
    Change vs previous 13F -2,196 shares

    1.95% of the 13F portfolio, value $18,590,612.

    13F-HR 0001765380-25-000174 filed by FourThought Financial Partners, LLC
    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 77,983 shares
    Change vs previous 13F -1,303 shares

    1.94% of the 13F portfolio, value $18,693,356.

    13F-HR 0001765380-25-000043 filed by FourThought Financial Partners, LLC
    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 79,286 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $16,718,228.

    13F-HR 0001765380-24-000449 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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