Skip to content
Disclosery

IFP Advisors, Inc: JPM position timeline

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

IFP Advisors, Inc held 70,542 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,542 shares
    Change vs previous 13F +2,652 shares

    0.42% of the 13F portfolio, value $23,090,513.

    13F-HR 0001641866-26-000004 filed by IFP 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 67,890 shares
    Change vs previous 13F +9,997 shares

    0.41% of the 13F portfolio, value $19,970,522.

    13F-HR 0001641866-26-000003 filed by IFP 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 57,893 shares
    Change vs previous 13F +9,025 shares

    0.42% of the 13F portfolio, value $18,654,282.

    13F-HR 0001641866-26-000001 filed by IFP 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/A 48,868 shares
    Change vs previous 13F +2,565 shares

    0.4% of the 13F portfolio, value $15,414,433.

    13F-HR/A 0001641866-26-000002 filed by IFP 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 46,303 shares
    Change vs previous 13F +583 shares

    0.38% of the 13F portfolio, value $13,423,059.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 45,720 shares
    Change vs previous 13F +1,577 shares

    0.35% of the 13F portfolio, value $11,215,188.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 44,143 shares
    Change vs previous 13F -5,446 shares

    0.35% of the 13F portfolio, value $10,582,122.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 49,589 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $10,455,893.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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