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Disclosery

JMN Financial LLC: JPM position timeline

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

JMN Financial LLC held 1,350 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,350 shares
    Change vs previous 13F +127 shares

    0.34% of the 13F portfolio, value $441,896.

    13F-HR 0001172661-26-003187 filed by JMN Financial LLC
    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 1,223 shares
    Change vs previous 13F +438 shares

    0.35% of the 13F portfolio, value $359,758.

    13F-HR 0001172661-26-002203 filed by JMN Financial LLC
    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 785 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $252,943.

    13F-HR 0001172661-26-002202 filed by JMN Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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