Skip to content
Disclosery

Halter Ferguson Financial Inc.: JPM position timeline

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

Halter Ferguson Financial Inc. held 1,156 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,156 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $378,320.

    13F-HR 0001842665-26-000005 filed by Halter Ferguson Financial 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 1,156 shares
    Change vs previous 13F -69 shares

    0.08% of the 13F portfolio, value $339,983.

    13F-HR 0001842665-26-000002 filed by Halter Ferguson Financial 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/A 1,225 shares
    Change vs previous 13F +86 shares

    0.09% of the 13F portfolio, value $394,647.

    13F-HR/A 0001842665-26-000003 filed by Halter Ferguson Financial 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 1,139 shares
    Change vs previous 13F -54 shares

    0.09% of the 13F portfolio, value $359,204.

    13F-HR 0001085146-25-005868 filed by Halter Ferguson Financial 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 1,193 shares
    Change vs previous 13F +75 shares

    0.13% of the 13F portfolio, value $345,797.

    13F-HR 0001085146-25-003763 filed by Halter Ferguson Financial 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 1,118 shares
    Change vs previous 13F -202 shares

    0.15% of the 13F portfolio, value $274,190.

    13F-HR 0001085146-25-002873 filed by Halter Ferguson Financial 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 1,320 shares
    Change vs previous 13F -50 shares

    0.13% of the 13F portfolio, value $316,363.

    13F-HR 0001085146-25-000960 filed by Halter Ferguson Financial 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 1,370 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $288,831.

    13F-HR 0001085146-24-005665 filed by Halter Ferguson Financial Inc.
    Filed (acceptance time not in the bulk data set), ingested

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