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PETRA FINANCIAL ADVISORS INC: JPM position timeline

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

PETRA FINANCIAL ADVISORS INC held 842 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 842 shares
    Change vs previous 13F +842 shares

    0.13% of the 13F portfolio, value $275,612.

    13F-HR 0001951757-26-001058 filed by PETRA FINANCIAL ADVISORS 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 0 shares
    Change vs previous 13F -3,730 shares

    13F-HR 0001951757-26-000849 filed by PETRA FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 3,730 shares
    Change vs previous 13F +267 shares

    0.71% of the 13F portfolio, value $1,202,042.

    13F-HR 0001951757-26-000261 filed by PETRA FINANCIAL ADVISORS 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 3,463 shares
    Change vs previous 13F +2,434 shares

    0.64% of the 13F portfolio, value $1,092,334.

    13F-HR 0001951757-25-001306 filed by PETRA FINANCIAL ADVISORS 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 1,029 shares
    Change vs previous 13F -11 shares

    0.19% of the 13F portfolio, value $298,317.

    13F-HR 0001951757-25-001011 filed by PETRA FINANCIAL ADVISORS 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 1,040 shares
    Change vs previous 13F -59 shares

    0.21% of the 13F portfolio, value $255,112.

    13F-HR 0001951757-25-000394 filed by PETRA FINANCIAL ADVISORS 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 1,099 shares
    Change vs previous 13F -61 shares

    0.18% of the 13F portfolio, value $263,441.

    13F-HR 0001951757-25-000228 filed by PETRA FINANCIAL ADVISORS 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 1,160 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $244,597.

    13F-HR 0001951757-24-001128 filed by PETRA FINANCIAL ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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