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MOSAIC FINANCIAL GROUP, LLC: JPM position timeline

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

MOSAIC FINANCIAL GROUP, LLC held 9,540 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,540 shares
    Change vs previous 13F +301 shares

    2% of the 13F portfolio, value $3,123,000.

    13F-HR 0002011050-26-000006 filed by MOSAIC 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 9,239 shares
    Change vs previous 13F -16 shares

    1.93% of the 13F portfolio, value $2,718,000.

    13F-HR 0002011050-26-000005 filed by MOSAIC 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 9,255 shares
    Change vs previous 13F -37 shares

    2.04% of the 13F portfolio, value $2,982,000.

    13F-HR 0002011050-26-000004 filed by MOSAIC 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 9,292 shares
    Change vs previous 13F +11 shares

    2.09% of the 13F portfolio, value $2,931,000.

    13F-HR 0002011050-25-000006 filed by MOSAIC 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 9,281 shares
    Change vs previous 13F -15 shares

    2.06% of the 13F portfolio, value $2,691,000.

    13F-HR 0002011050-25-000004 filed by MOSAIC 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 9,296 shares
    Change vs previous 13F +78 shares

    1.85% of the 13F portfolio, value $2,280,000.

    13F-HR 0002011050-25-000002 filed by MOSAIC 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 9,218 shares
    Change vs previous 13F -438 shares

    1.59% of the 13F portfolio, value $2,210,000.

    13F-HR 0002011050-25-000001 filed by MOSAIC 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 9,656 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,036,000.

    13F-HR 0002011050-24-000006 filed by MOSAIC FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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