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Disclosery

HF Advisory Group, LLC: JPM position timeline

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

HF Advisory Group, LLC held 19,156 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,156 shares
    Change vs previous 13F +1,779 shares

    1.89% of the 13F portfolio, value $6,337,226.

    13F-HR 0002085853-26-001137 filed by HF Advisory Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,377 shares
    Change vs previous 13F -746 shares

    1.76% of the 13F portfolio, value $5,687,992.

    13F-HR 0002085853-26-000665 filed by HF Advisory Group, LLC
    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 18,123 shares
    Change vs previous 13F +1,217 shares

    1.82% of the 13F portfolio, value $5,331,129.

    13F-HR 0002085853-26-000446 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 16,906 shares
    Change vs previous 13F +1,118 shares

    1.9% of the 13F portfolio, value $5,447,459.

    13F-HR/A 0002085853-26-000077 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 15,788 shares
    Change vs previous 13F +637 shares

    1.83% of the 13F portfolio, value $4,980,001.

    13F-HR 0002085853-25-000012 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 15,151 shares
    Change vs previous 13F +1,658 shares

    1.74% of the 13F portfolio, value $4,392,627.

    13F-HR 0001667731-25-000772 filed by HF Advisory Group, LLC
    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 13,493 shares
    Change vs previous 13F -184 shares

    1.45% of the 13F portfolio, value $3,309,696.

    13F-HR 0001667731-25-000411 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 13,677 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $3,278,579.

    13F-HR 0001667731-25-000039 filed by HF Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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