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Disclosery

Index Fund Advisors, Inc.: JPM position timeline

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

Index Fund Advisors, Inc. held 3,223 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,223 shares
    Change vs previous 13F +225 shares

    0.04% of the 13F portfolio, value $1,054,955.

    13F-HR 0001665097-26-000008 filed by Index Fund 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 2,998 shares
    Change vs previous 13F +1,033 shares

    0.04% of the 13F portfolio, value $881,847.

    13F-HR 0001665097-26-000004 filed by Index Fund 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 1,965 shares
    Change vs previous 13F +12 shares

    0.03% of the 13F portfolio, value $633,227.

    13F-HR 0001665097-26-000002 filed by Index Fund 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 1,953 shares
    Change vs previous 13F +538 shares

    0.03% of the 13F portfolio, value $616,078.

    13F-HR 0001665097-25-000011 filed by Index Fund 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 1,415 shares
    Change vs previous 13F -96 shares

    0.02% of the 13F portfolio, value $410,245.

    13F-HR 0001665097-25-000007 filed by Index Fund 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 1,511 shares
    Change vs previous 13F -1,368 shares

    0.02% of the 13F portfolio, value $370,669.

    13F-HR 0001665097-25-000004 filed by Index Fund 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 2,879 shares
    Change vs previous 13F +96 shares

    0.04% of the 13F portfolio, value $690,125.

    13F-HR 0001665097-25-000002 filed by Index Fund 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 2,783 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $586,823.

    13F-HR 0001536755-24-000014 filed by Index Fund Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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