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Disclosery

KKM Financial LLC: JPM position timeline

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

KKM Financial LLC held 26,824 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,824 shares
    Change vs previous 13F +2,998 shares

    1.2% of the 13F portfolio, value $8,780,300.

    13F-HR 0002001943-26-000003 filed by KKM 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 23,826 shares
    Change vs previous 13F 0 shares

    1.36% of the 13F portfolio, value $7,677,214.

    13F-HR 0002001943-26-000002 filed by KKM 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 23,826 shares
    Change vs previous 13F +2,884 shares

    1.36% of the 13F portfolio, value $7,677,214.

    13F-HR 0002001943-26-000001 filed by KKM Financial 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 20,942 shares
    Change vs previous 13F +2,297 shares

    2.08% of the 13F portfolio, value $6,605,735.

    13F-HR 0002001943-25-000010 filed by KKM Financial 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 18,645 shares
    Change vs previous 13F +3,925 shares

    1.88% of the 13F portfolio, value $5,405,372.

    13F-HR 0002001943-25-000003 filed by KKM Financial 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 14,720 shares
    Change vs previous 13F -2,134 shares

    1.53% of the 13F portfolio, value $3,610,816.

    13F-HR 0002001943-25-000002 filed by KKM Financial LLC
    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 16,854 shares
    Change vs previous 13F +640 shares

    1.68% of the 13F portfolio, value $4,040,072.

    13F-HR 0002001943-25-000001 filed by KKM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 16,214 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $3,418,884.

    13F-HR 0002001943-24-000006 filed by KKM Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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