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Disclosery

Madrona Financial Services, LLC: JPM position timeline

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

Madrona Financial Services, LLC held 1,506 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,506 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $493,043.

    13F-HR 0001578370-26-000004 filed by Madrona Financial Services, 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 1,502 shares
    Change vs previous 13F +52 shares

    0.1% of the 13F portfolio, value $441,904.

    13F-HR 0001578370-26-000003 filed by Madrona Financial Services, 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 1,450 shares
    Change vs previous 13F -69 shares

    0.1% of the 13F portfolio, value $467,301.

    13F-HR 0001578370-26-000002 filed by Madrona Financial Services, 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 1,519 shares
    Change vs previous 13F +50 shares

    0.11% of the 13F portfolio, value $479,219.

    13F-HR 0001578370-25-000007 filed by Madrona Financial Services, 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 1,469 shares
    Change vs previous 13F +194 shares

    0.1% of the 13F portfolio, value $425,952.

    13F-HR 0001578370-25-000005 filed by Madrona Financial Services, 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 1,275 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $312,758.

    13F-HR 0001578370-25-000004 filed by Madrona Financial Services, 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 1,276 shares
    Change vs previous 13F -48 shares

    0.08% of the 13F portfolio, value $305,870.

    13F-HR 0001578370-25-000001 filed by Madrona Financial Services, 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 1,324 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $279,179.

    13F-HR 0001578370-24-000007 filed by Madrona Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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