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Disclosery

Integrated Financial Solutions, Inc.: JPM position timeline

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

Integrated Financial Solutions, Inc. held 932 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 932 shares
    Change vs previous 13F -190 shares

    0.16% of the 13F portfolio, value $308,334.

    13F-HR 0002085853-26-001139 filed by Integrated Financial Solutions, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,122 shares
    Change vs previous 13F +185 shares

    0.2% of the 13F portfolio, value $367,264.

    13F-HR 0002085853-26-000757 filed by Integrated Financial Solutions, Inc.
    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 937 shares
    Change vs previous 13F +100 shares

    0.19% of the 13F portfolio, value $275,628.

    13F-HR 0002085853-26-000340 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 837 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $269,698.

    13F-HR 0002085853-26-000070 filed by Integrated Financial Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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