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Fragasso Financial Advisors Inc: JPM position timeline

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

Fragasso Financial Advisors Inc held 19,918 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,918 shares
    Change vs previous 13F -2,640 shares

    0.33% of the 13F portfolio, value $6,632,413.

    13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,558 shares
    Change vs previous 13F +287 shares

    0.39% of the 13F portfolio, value $7,383,906.

    13F-HR 0001613331-26-000004 filed by Fragasso Financial Advisors 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 22,271 shares
    Change vs previous 13F +574 shares

    0.4% of the 13F portfolio, value $6,579,936.

    13F-HR 0001613331-26-000002 filed by Fragasso Financial Advisors 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 21,697 shares
    Change vs previous 13F -521 shares

    0.42% of the 13F portfolio, value $6,991,110.

    13F-HR 0001613331-26-000001 filed by Fragasso Financial Advisors 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 22,218 shares
    Change vs previous 13F -2,130 shares

    0.43% of the 13F portfolio, value $6,888,254.

    13F-HR 0001613331-25-000007 filed by Fragasso Financial Advisors 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 24,348 shares
    Change vs previous 13F +1,543 shares

    0.48% of the 13F portfolio, value $7,058,698.

    13F-HR 0001613331-25-000004 filed by Fragasso Financial Advisors 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 22,805 shares
    Change vs previous 13F +9,734 shares

    0.42% of the 13F portfolio, value $5,593,992.

    13F-HR 0001613331-25-000002 filed by Fragasso Financial Advisors 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 13,071 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,133,346.

    13F-HR 0001613331-25-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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