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Disclosery

Holistic Financial Partners: JPM position timeline

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

Holistic Financial Partners held 12,899 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,899 shares
    Change vs previous 13F -2,058 shares

    2.58% of the 13F portfolio, value $4,222,230.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 14,957 shares
    Change vs previous 13F -113 shares

    1.64% of the 13F portfolio, value $4,399,752.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 15,070 shares
    Change vs previous 13F -399 shares

    1.76% of the 13F portfolio, value $4,855,856.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 15,469 shares
    Change vs previous 13F +125 shares

    2% of the 13F portfolio, value $4,879,387.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 15,344 shares
    Change vs previous 13F -173 shares

    1.95% of the 13F portfolio, value $4,448,380.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 15,517 shares
    Change vs previous 13F -56 shares

    1.83% of the 13F portfolio, value $3,806,321.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 15,573 shares
    Change vs previous 13F +134 shares

    1.85% of the 13F portfolio, value $3,733,004.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 15,439 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $3,255,468.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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