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Disclosery

PFG Advisors: JPM position timeline

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

PFG Advisors held 31,203 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,203 shares
    Change vs previous 13F -5,592 shares

    0.51% of the 13F portfolio, value $10,213,682.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 36,795 shares
    Change vs previous 13F +777 shares

    0.53% of the 13F portfolio, value $10,823,543.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 36,018 shares
    Change vs previous 13F -16,644 shares

    0.56% of the 13F portfolio, value $11,605,596.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 52,662 shares
    Change vs previous 13F +2,935 shares

    0.68% of the 13F portfolio, value $16,611,216.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 49,727 shares
    Change vs previous 13F +8,097 shares

    0.67% of the 13F portfolio, value $14,416,424.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 41,630 shares
    Change vs previous 13F +8,115 shares

    0.57% of the 13F portfolio, value $10,211,875.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 33,515 shares
    Change vs previous 13F -1,156 shares

    0.49% of the 13F portfolio, value $8,033,979.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 34,671 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $7,310,667.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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