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Disclosery

Hartford Financial Management Inc.: JPM position timeline

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

Hartford Financial Management Inc. held 28,642 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,642 shares
    Change vs previous 13F -509 shares

    2.09% of the 13F portfolio, value $9,375,548.

    13F-HR 0001352526-26-000004 filed by Hartford Financial Management 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 29,151 shares
    Change vs previous 13F +601 shares

    2.19% of the 13F portfolio, value $8,575,204.

    13F-HR 0001352526-26-000003 filed by Hartford Financial Management 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 28,550 shares
    Change vs previous 13F -256 shares

    2.39% of the 13F portfolio, value $9,199,540.

    13F-HR 0001352526-26-000001 filed by Hartford Financial Management 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 28,806 shares
    Change vs previous 13F +513 shares

    2.41% of the 13F portfolio, value $9,086,433.

    13F-HR 0001352526-25-000009 filed by Hartford Financial Management 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 28,293 shares
    Change vs previous 13F -24,737 shares

    2.24% of the 13F portfolio, value $8,202,567.

    13F-HR 0001352526-25-000004 filed by Hartford Financial Management 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 53,030 shares
    Change vs previous 13F -754 shares

    2.69% of the 13F portfolio, value $13,008,381.

    13F-HR 0001352526-25-000002 filed by Hartford Financial Management 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 53,784 shares
    Change vs previous 13F -401 shares

    2.64% of the 13F portfolio, value $12,892,681.

    13F-HR 0001352526-25-000001 filed by Hartford Financial Management 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 54,185 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $11,425,554.

    13F-HR 0001352526-24-000004 filed by Hartford Financial Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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