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Disclosery

Krilogy Financial LLC: JPM position timeline

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

Krilogy Financial LLC held 25,202 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,202 shares
    Change vs previous 13F +1,455 shares

    0.24% of the 13F portfolio, value $8,249,331.

    13F-HR 0001659047-26-000005 filed by Krilogy 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 23,747 shares
    Change vs previous 13F +3,574 shares

    0.24% of the 13F portfolio, value $7,360,386.

    13F-HR 0001659047-26-000004 filed by Krilogy 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 20,173 shares
    Change vs previous 13F +816 shares

    0.21% of the 13F portfolio, value $6,072,830.

    13F-HR 0001659047-26-000002 filed by Krilogy 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 19,357 shares
    Change vs previous 13F +2,790 shares

    0.23% of the 13F portfolio, value $6,033,075.

    13F-HR 0001659047-25-000006 filed by Krilogy 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 16,567 shares
    Change vs previous 13F +591 shares

    0.28% of the 13F portfolio, value $4,803,080.

    13F-HR 0001659047-25-000004 filed by Krilogy 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 15,976 shares
    Change vs previous 13F +1,113 shares

    0.25% of the 13F portfolio, value $3,919,029.

    13F-HR 0001659047-25-000003 filed by Krilogy 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 14,863 shares
    Change vs previous 13F +293 shares

    0.24% of the 13F portfolio, value $3,562,744.

    13F-HR 0001659047-25-000001 filed by Krilogy 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 14,570 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,072,195.

    13F-HR 0001659047-24-000007 filed by Krilogy Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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