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Paul R. Ried Financial Group, LLC: JPM position timeline

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

Paul R. Ried Financial Group, LLC held 1,472 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,472 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $481,830.

    13F-HR 0002033053-26-000007 filed by Paul R. Ried 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 1,472 shares
    Change vs previous 13F +247 shares

    0.2% of the 13F portfolio, value $433,004.

    13F-HR 0002033053-26-000005 filed by Paul R. Ried 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 1,225 shares
    Change vs previous 13F +130 shares

    0.19% of the 13F portfolio, value $394,720.

    13F-HR 0002033053-26-000003 filed by Paul R. Ried 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 1,095 shares
    Change vs previous 13F -145 shares

    0.17% of the 13F portfolio, value $345,396.

    13F-HR 0002033053-25-000010 filed by Paul R. Ried 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 1,240 shares
    Change vs previous 13F +29 shares

    0.22% of the 13F portfolio, value $359,488.

    13F-HR 0002033053-25-000007 filed by Paul R. Ried 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 1,211 shares
    Change vs previous 13F -28 shares

    0.21% of the 13F portfolio, value $297,058.

    13F-HR 0002033053-25-000006 filed by Paul R. Ried 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 1,239 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $297,001.

    13F-HR 0002033053-25-000003 filed by Paul R. Ried Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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