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Disclosery

IFC Advisors LLC: JPM position timeline

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

IFC Advisors LLC held 28,966 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,966 shares
    Change vs previous 13F -3 shares

    1.2% of the 13F portfolio, value $9,481,579.

    13F-HR 0002053348-26-000004 filed by IFC Advisors LLC
    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 28,969 shares
    Change vs previous 13F +482 shares

    1.22% of the 13F portfolio, value $8,521,645.

    13F-HR 0002053348-26-000003 filed by IFC Advisors LLC
    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 28,487 shares
    Change vs previous 13F +471 shares

    1.34% of the 13F portfolio, value $9,178,975.

    13F-HR 0002053348-26-000001 filed by IFC Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 28,016 shares
    Change vs previous 13F -8,365 shares

    1.62% of the 13F portfolio, value $8,836,974.

    13F-HR 0002053348-25-000006 filed by IFC Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 36,381 shares
    Change vs previous 13F +1,525 shares

    1.97% of the 13F portfolio, value $10,547,099.

    13F-HR 0002053348-25-000005 filed by IFC Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 34,856 shares
    Change vs previous 13F +153 shares

    1.78% of the 13F portfolio, value $8,550,065.

    13F-HR 0002053348-25-000003 filed by IFC Advisors LLC
    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 34,703 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $8,318,773.

    13F-HR 0002053348-25-000002 filed by IFC Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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