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Disclosery

PFG Investments, LLC: JPM position timeline

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

PFG Investments, LLC held 72,804 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,804 shares
    Change vs previous 13F +1,903 shares

    0.92% of the 13F portfolio, value $23,831,059.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 70,901 shares
    Change vs previous 13F +2,752 shares

    0.97% of the 13F portfolio, value $20,856,194.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 68,149 shares
    Change vs previous 13F +615 shares

    1.03% of the 13F portfolio, value $21,959,027.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 67,534 shares
    Change vs previous 13F -30 shares

    1.11% of the 13F portfolio, value $21,302,235.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 67,564 shares
    Change vs previous 13F -977 shares

    1.15% of the 13F portfolio, value $19,587,475.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 68,541 shares
    Change vs previous 13F -1,446 shares

    1.08% of the 13F portfolio, value $16,812,991.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 69,987 shares
    Change vs previous 13F -124 shares

    1.04% of the 13F portfolio, value $16,776,468.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 70,111 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $14,783,544.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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