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Disclosery

James T. Borello RIA: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of James T. Borello RIA on JPM, newest first. How the timeline and the estimate are built.

James T. Borello RIA held 1,394 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,394 shares
    Change vs previous 13F +70 shares

    0.1% of the 13F portfolio, value $461,177.

    13F-HR 0002157919-26-000001 filed by James T. Borello RIA
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,324 shares
    Change vs previous 13F +33 shares

    0.09% of the 13F portfolio, value $433,385.

    13F-HR 0002157919-26-000015 filed by James T. Borello RIA
    Accepted , ingested

  3. period ended2026-03-31
    13F 1,291 shares
    Change vs previous 13F +194 shares

    0.1% of the 13F portfolio, value $379,760.

    13F-HR 0002157919-26-000014 filed by James T. Borello RIA
    Accepted , ingested

  4. period ended2025-12-31
    13F 1,097 shares
    Change vs previous 13F +189 shares

    0.09% of the 13F portfolio, value $353,475.

    13F-HR 0002157919-26-000013 filed by James T. Borello RIA
    Accepted , ingested

  5. period ended2025-09-30
    13F 908 shares
    Change vs previous 13F +348 shares

    0.08% of the 13F portfolio, value $286,410.

    13F-HR 0002157919-26-000012 filed by James T. Borello RIA
    Accepted , ingested

  6. period ended2025-06-30
    13F 560 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $162,350.

    13F-HR 0002157919-26-000011 filed by James T. Borello RIA
    Accepted , ingested

  7. period ended2025-03-31
    13F 560 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $137,368.

    13F-HR 0002157919-26-000010 filed by James T. Borello RIA
    Accepted , ingested