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HOWARD FINANCIAL SERVICES, LTD.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HOWARD FINANCIAL SERVICES, LTD. on JPM, newest first. How the timeline and the estimate are built.

HOWARD FINANCIAL SERVICES, LTD. held 7,710 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,710 shares
    Change vs previous 13F +551 shares

    0.25% of the 13F portfolio, value $2,523,870.

    13F-HR 0001768130-26-000003 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 7,159 shares
    Change vs previous 13F +918 shares

    0.24% of the 13F portfolio, value $2,105,927.

    13F-HR 0001768130-26-000002 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 6,241 shares
    Change vs previous 13F +103 shares

    0.24% of the 13F portfolio, value $2,010,894.

    13F-HR 0001768130-26-000001 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 6,138 shares
    Change vs previous 13F +74 shares

    0.24% of the 13F portfolio, value $1,936,079.

    13F-HR 0001768130-25-000006 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 6,064 shares
    Change vs previous 13F -2,189 shares

    0.23% of the 13F portfolio, value $1,758,005.

    13F-HR 0001768130-25-000004 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 8,253 shares
    Change vs previous 13F -577 shares

    0.28% of the 13F portfolio, value $2,024,493.

    13F-HR 0001768130-25-000002 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 8,830 shares
    Change vs previous 13F +3,373 shares

    0.29% of the 13F portfolio, value $2,116,660.

    13F-HR 0001768130-25-000001 filed by HOWARD FINANCIAL SERVICES, LTD.
    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 5,457 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,150,645.

    13F-HR 0001768130-24-000008 filed by HOWARD FINANCIAL SERVICES, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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