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MAGNOLIA CAPITAL ADVISORS LLC: JPM position timeline

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

MAGNOLIA CAPITAL ADVISORS LLC held 17,886 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 17,886 shares
    Change vs previous 13F +38 shares

    1% of the 13F portfolio, value $5,854,384.

    13F-HR 0001765380-26-000400 filed by MAGNOLIA CAPITAL ADVISORS 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 17,848 shares
    Change vs previous 13F +1,050 shares

    1.03% of the 13F portfolio, value $5,250,114.

    13F-HR 0001765380-26-000216 filed by MAGNOLIA CAPITAL ADVISORS 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 16,798 shares
    Change vs previous 13F +173 shares

    1.14% of the 13F portfolio, value $5,412,636.

    13F-HR 0001803662-26-000001 filed by MAGNOLIA CAPITAL ADVISORS 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 16,625 shares
    Change vs previous 13F -596 shares

    1.37% of the 13F portfolio, value $5,244,056.

    13F-HR 0001803662-25-000008 filed by MAGNOLIA CAPITAL ADVISORS 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 17,221 shares
    Change vs previous 13F -584 shares

    1.26% of the 13F portfolio, value $4,992,685.

    13F-HR 0001803662-25-000006 filed by MAGNOLIA CAPITAL ADVISORS 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 17,805 shares
    Change vs previous 13F -1,077 shares

    1.19% of the 13F portfolio, value $4,367,545.

    13F-HR 0001803662-25-000005 filed by MAGNOLIA CAPITAL ADVISORS 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/A 18,882 shares
    Change vs previous 13F +6,812 shares

    1.17% of the 13F portfolio, value $4,526,327.

    13F-HR/A 0001803662-25-000004 filed by MAGNOLIA CAPITAL ADVISORS 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 12,070 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $2,545,054.

    13F-HR 0001803662-24-000006 filed by MAGNOLIA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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