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Disclosery

Mattson Financial Services, LLC: JPM position timeline

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

Mattson Financial Services, LLC held 17,658 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,658 shares
    Change vs previous 13F +743 shares

    1.27% of the 13F portfolio, value $6,059,178.

    13F-HR 0002034595-26-000003 filed by Mattson 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 16,915 shares
    Change vs previous 13F -3 shares

    1.19% of the 13F portfolio, value $4,975,858.

    13F-HR 0002034595-26-000002 filed by Mattson 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 16,918 shares
    Change vs previous 13F -420 shares

    1.27% of the 13F portfolio, value $5,451,460.

    13F-HR 0002034595-26-000001 filed by Mattson 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 17,338 shares
    Change vs previous 13F -104 shares

    1.31% of the 13F portfolio, value $5,469,052.

    13F-HR 0002034595-25-000007 filed by Mattson 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 17,442 shares
    Change vs previous 13F +252 shares

    1.36% of the 13F portfolio, value $5,056,715.

    13F-HR 0002034595-25-000003 filed by Mattson 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 17,190 shares
    Change vs previous 13F +739 shares

    1.27% of the 13F portfolio, value $4,216,783.

    13F-HR 0002034595-25-000002 filed by Mattson 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 16,451 shares
    Change vs previous 13F -1,918 shares

    1.1% of the 13F portfolio, value $3,468,904.

    13F-HR 0002034595-25-000001 filed by Mattson 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 18,369 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,715,348.

    13F-HR 0002034595-24-000002 filed by Mattson Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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