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Disclosery

JNBA Financial Advisors: JPM position timeline

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

JNBA Financial Advisors held 8,578 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,578 shares
    Change vs previous 13F +20 shares

    0.21% of the 13F portfolio, value $2,807,837.

    13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
    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 8,558 shares
    Change vs previous 13F +18 shares

    0.21% of the 13F portfolio, value $2,517,422.

    13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
    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 8,540 shares
    Change vs previous 13F +89 shares

    0.24% of the 13F portfolio, value $2,751,759.

    13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
    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 8,451 shares
    Change vs previous 13F -134 shares

    0.24% of the 13F portfolio, value $2,665,699.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    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 8,585 shares
    Change vs previous 13F -41 shares

    0.24% of the 13F portfolio, value $2,488,878.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 8,626 shares
    Change vs previous 13F -3 shares

    0.22% of the 13F portfolio, value $2,115,958.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 8,629 shares
    Change vs previous 13F +86 shares

    0.21% of the 13F portfolio, value $2,068,458.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 8,543 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,801,377.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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