MCF Advisors LLC: JPM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MCF Advisors LLC on JPM, newest first. How the timeline and the estimate are built.
MCF Advisors LLC held 28,017 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 28,017 sharesChange vs previous 13F +1,226 shares
0.33% of the 13F portfolio, value $9,170,674.
13F-HR 0001602905-26-000008 filed by MCF Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 26,791 sharesChange vs previous 13F +5,232 shares
0.35% of the 13F portfolio, value $7,880,835.
13F-HR 0001602905-26-000004 filed by MCF Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 21,559 sharesChange vs previous 13F +8,617 shares
0.38% of the 13F portfolio, value $6,946,804.
13F-HR 0001602905-26-000001 filed by MCF Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,942 sharesChange vs previous 13F -84 shares
0.25% of the 13F portfolio, value $4,082,294.
13F-HR 0001602905-25-000007 filed by MCF Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,026 sharesChange vs previous 13F +7 shares
0.25% of the 13F portfolio, value $3,776,375.
13F-HR 0001602905-25-000004 filed by MCF Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,019 sharesChange vs previous 13F -270 shares
0.23% of the 13F portfolio, value $3,193,617.
13F-HR 0001602905-25-000003 filed by MCF Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,289 sharesChange vs previous 13F +442 shares
0.22% of the 13F portfolio, value $3,185,611.
13F-HR 0001602905-25-000001 filed by MCF Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,847 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $2,708,940.
13F-HR 0001602905-24-000007 filed by MCF Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).