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Disclosery

Magnus Financial Group LLC: JPM position timeline

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

Magnus Financial Group LLC held 54,658 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,658 shares
    Change vs previous 13F +77 shares

    1.27% of the 13F portfolio, value $17,891,313.

    13F-HR 0001951757-26-000961 filed by Magnus Financial Group 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 54,581 shares
    Change vs previous 13F -2,617 shares

    1.31% of the 13F portfolio, value $16,055,527.

    13F-HR 0001951757-26-000579 filed by Magnus Financial 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 ended2025-12-31
    13F 57,198 shares
    Change vs previous 13F +1,346 shares

    1.41% of the 13F portfolio, value $18,430,445.

    13F-HR 0001951757-26-000023 filed by Magnus Financial 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 ended2025-09-30
    13F 55,852 shares
    Change vs previous 13F +499 shares

    1.39% of the 13F portfolio, value $17,617,316.

    13F-HR 0001951757-25-001193 filed by Magnus Financial 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 ended2025-06-30
    13F 55,353 shares
    Change vs previous 13F +542 shares

    1.41% of the 13F portfolio, value $16,047,439.

    13F-HR 0001951757-25-000865 filed by Magnus Financial 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 ended2025-03-31
    13F 54,811 shares
    Change vs previous 13F +717 shares

    1.3% of the 13F portfolio, value $13,445,138.

    13F-HR 0001951757-25-000315 filed by Magnus Financial 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 ended2024-12-31
    13F 54,094 shares
    Change vs previous 13F +4,723 shares

    1.25% of the 13F portfolio, value $12,966,805.

    13F-HR 0001951757-25-000069 filed by Magnus Financial 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 ended2024-09-30
    13F 49,371 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $10,410,465.

    13F-HR 0001951757-24-001035 filed by Magnus Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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