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Disclosery

Oldfather Financial Services, LLC: JPM position timeline

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

Oldfather Financial Services, LLC held 6,168 JPM shares at 2025-12-31 per its 13F-HR filed 2026-01-16.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,168 shares
    Change vs previous 13F +784 shares

    0.59% of the 13F portfolio, value $1,987,425.

    13F-HR 0001775530-26-000001 filed by Oldfather 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 ended2025-09-30
    13F 5,384 shares
    Change vs previous 13F +35 shares

    0.53% of the 13F portfolio, value $1,698,405.

    13F-HR 0001775530-25-000009 filed by Oldfather 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 ended2025-06-30
    13F 5,349 shares
    Change vs previous 13F +8 shares

    0.53% of the 13F portfolio, value $1,550,730.

    13F-HR 0001775530-25-000006 filed by Oldfather 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 ended2025-03-31
    13F 5,341 shares
    Change vs previous 13F +10 shares

    0.5% of the 13F portfolio, value $1,310,103.

    13F-HR 0001775530-25-000003 filed by Oldfather 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 ended2024-12-31
    13F 5,331 shares
    Change vs previous 13F +5 shares

    0.49% of the 13F portfolio, value $1,278,012.

    13F-HR 0001775530-25-000001 filed by Oldfather 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 ended2024-09-30
    13F 5,326 shares
    Change vs previous 13F +4 shares

    0.43% of the 13F portfolio, value $1,122,937.

    13F-HR 0001775530-24-000006 filed by Oldfather 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 ended2024-06-30
    13F 5,322 shares
    Change vs previous 13F +57 shares

    0.44% of the 13F portfolio, value $1,076,372.

    13F-HR 0001775530-24-000003 filed by Oldfather 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 ended2024-03-31
    13F 5,265 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,054,490.

    13F-HR 0001775530-24-000002 filed by Oldfather Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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