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Disclosery

Johnson Financial Group, LLC: JPM position timeline

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

Johnson Financial Group, LLC held 8,455 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,455 shares
    Change vs previous 13F +2,697 shares

    0.15% of the 13F portfolio, value $2,767,462.

    13F-HR 0001172661-26-003124 filed by Johnson Financial Group, 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 5,758 shares
    Change vs previous 13F +2,542 shares

    0.11% of the 13F portfolio, value $1,693,633.

    13F-HR 0001172661-26-001933 filed by Johnson Financial Group, 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 3,216 shares
    Change vs previous 13F +1,259 shares

    0.06% of the 13F portfolio, value $1,036,385.

    13F-HR 0001172661-26-000594 filed by Johnson Financial Group, LLC
    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 1,957 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $617,297.

    13F-HR 0001172661-25-004493 filed by Johnson Financial Group, LLC
    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 1,957 shares
    Change vs previous 13F -772 shares

    0.05% of the 13F portfolio, value $567,354.

    13F-HR 0001172661-25-002993 filed by Johnson Financial Group, LLC
    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 2,729 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $669,424.

    13F-HR 0001172661-25-001675 filed by Johnson Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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