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Disclosery

MORRIS FINANCIAL CONCEPTS, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORRIS FINANCIAL CONCEPTS, INC. on JPM, newest first. How the timeline and the estimate are built.

MORRIS FINANCIAL CONCEPTS, INC. held 10,088 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,088 shares
    Change vs previous 13F -104 shares

    1.01% of the 13F portfolio, value $3,302,046.

    13F-HR 0001398344-26-012991 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 10,192 shares
    Change vs previous 13F +423 shares

    1.02% of the 13F portfolio, value $2,998,025.

    13F-HR 0001398344-26-006630 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 9,769 shares
    Change vs previous 13F -39 shares

    1.1% of the 13F portfolio, value $3,147,709.

    13F-HR 0001398344-26-002499 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 9,808 shares
    Change vs previous 13F -76 shares

    1.12% of the 13F portfolio, value $3,093,680.

    13F-HR 0001398344-25-019432 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 9,884 shares
    Change vs previous 13F -97 shares

    1.14% of the 13F portfolio, value $2,865,418.

    13F-HR 0001398344-25-013883 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 9,981 shares
    Change vs previous 13F -50 shares

    1.03% of the 13F portfolio, value $2,448,295.

    13F-HR 0001398344-25-007994 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 10,031 shares
    Change vs previous 13F +2 shares

    1.03% of the 13F portfolio, value $2,404,488.

    13F-HR 0001398344-25-001394 filed by MORRIS FINANCIAL CONCEPTS, INC.
    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 10,029 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,114,677.

    13F-HR 0001398344-24-019632 filed by MORRIS FINANCIAL CONCEPTS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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