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Independence Financial Advisors, LLC: JPM position timeline

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

Independence Financial Advisors, LLC held 3,975 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,975 shares
    Change vs previous 13F +3 shares

    0.33% of the 13F portfolio, value $1,314,928.

    13F-HR 0002066080-26-000004 filed by Independence Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,972 shares
    Change vs previous 13F +5 shares

    0.34% of the 13F portfolio, value $1,300,128.

    13F-HR 0002066080-26-000003 filed by Independence Financial 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 ended2026-03-31
    13F 3,967 shares
    Change vs previous 13F -312 shares

    0.35% of the 13F portfolio, value $1,166,874.

    13F-HR 0002066080-26-000002 filed by Independence Financial 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 ended2025-12-31
    13F 4,279 shares
    Change vs previous 13F +3,451 shares

    0.38% of the 13F portfolio, value $1,378,713.

    13F-HR 0002066080-26-000001 filed by Independence Financial 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 ended2025-09-30
    13F 828 shares
    Change vs previous 13F +72 shares

    0.08% of the 13F portfolio, value $261,115.

    13F-HR 0002066080-25-000005 filed by Independence Financial 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 ended2025-06-30
    13F 756 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $219,291.

    13F-HR 0002066080-25-000004 filed by Independence Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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