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Disclosery

HFG Advisors, Inc.: JPM position timeline

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

HFG Advisors, Inc. held 783 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 783 shares
    Change vs previous 13F -254 shares

    0.16% of the 13F portfolio, value $256,299.

    13F-HR 0001951757-26-001156 filed by HFG Advisors, 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 1,037 shares
    Change vs previous 13F +3 shares

    0.21% of the 13F portfolio, value $305,043.

    13F-HR 0001951757-26-000810 filed by HFG 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 ended2025-12-31
    13F 1,034 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $333,177.

    13F-HR 0001951757-26-000445 filed by HFG 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 ended2025-09-30
    13F 1,034 shares
    Change vs previous 13F +163 shares

    0.24% of the 13F portfolio, value $326,155.

    13F-HR 0001951757-25-001384 filed by HFG 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 ended2025-06-30
    13F 871 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $252,510.

    13F-HR 0001951757-25-001035 filed by HFG Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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