JIM SAULNIER & ASSOCIATES, LLC: JPM position timeline

JIM SAULNIER & ASSOCIATES, LLC held 1,192 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,192 shares

   Change vs previous 13F +65 shares

   0.16% of the 13F portfolio, value $390,145.

   13F-HR 0002044420-26-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,127 shares

   Change vs previous 13F +10 shares

   0.16% of the 13F portfolio, value $331,603.

   13F-HR 0002044420-26-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,117 shares

   Change vs previous 13F +2 shares

   0.19% of the 13F portfolio, value $359,811.

   13F-HR 0002044420-26-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,115 shares

   Change vs previous 13F +1 shares

   0.2% of the 13F portfolio, value $351,724.

   13F-HR 0002044420-25-000005 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,114 shares

   Change vs previous 13F +2 shares

   0.22% of the 13F portfolio, value $322,816.

   13F-HR 0002044420-25-000001 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,112 shares

   Change vs previous 13F +2 shares

   0.21% of the 13F portfolio, value $272,673.

   13F-HR 0001843867-25-000006 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,110 shares

   Change vs previous 13F +2 shares

   0.23% of the 13F portfolio, value $266,095.

   13F-HR 0001843867-25-000003 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,108 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $233,685.

   13F-HR 0002044420-24-000002 filed by JIM SAULNIER & ASSOCIATES, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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