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KFA Private Wealth Group, LLC: JPM position timeline

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

KFA Private Wealth Group, LLC held 3,357 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,357 shares
    Change vs previous 13F +548 shares

    0.26% of the 13F portfolio, value $1,110,731.

    13F-HR 0001172661-26-004425 filed by KFA Private Wealth Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,809 shares
    Change vs previous 13F -732 shares

    0.22% of the 13F portfolio, value $919,687.

    13F-HR 0001172661-26-002837 filed by KFA Private Wealth 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 ended2026-03-31
    13F 3,541 shares
    Change vs previous 13F -28 shares

    0.25% of the 13F portfolio, value $1,041,689.

    13F-HR 0001172661-26-001517 filed by KFA Private Wealth 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 ended2025-12-31
    13F 3,569 shares
    Change vs previous 13F +125 shares

    0.28% of the 13F portfolio, value $1,149,926.

    13F-HR 0001172661-26-000027 filed by KFA Private Wealth 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 ended2025-09-30
    13F 3,444 shares
    Change vs previous 13F +346 shares

    0.31% of the 13F portfolio, value $1,086,470.

    13F-HR 0001172661-25-004161 filed by KFA Private Wealth 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 ended2025-06-30
    13F 3,098 shares
    Change vs previous 13F +253 shares

    0.28% of the 13F portfolio, value $898,378.

    13F-HR 0001172661-25-002711 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,845 shares
    Change vs previous 13F +737 shares

    0.24% of the 13F portfolio, value $697,822.

    13F-HR 0001172661-25-001601 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,108 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $505,422.

    13F-HR 0001172661-25-000314 filed by KFA Private Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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