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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

  1. period ended2026-06-30
    13F 28,017 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 26,791 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 21,559 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 12,942 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 13,026 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 13,019 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 13,289 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 12,847 shares
    Change 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), ingested

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