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Disclosery

PFW Advisors LLC: JPM position timeline

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

PFW Advisors LLC held 4,689 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,689 shares
    Change vs previous 13F +25 shares

    0.46% of the 13F portfolio, value $1,551,383.

    13F-HR 0001989744-26-000005 filed by PFW Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,664 shares
    Change vs previous 13F -50 shares

    0.45% of the 13F portfolio, value $1,526,644.

    13F-HR 0001989744-26-000003 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,714 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,386,801.

    13F-HR 0001989744-26-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,714 shares
    Change vs previous 13F -174 shares

    0.46% of the 13F portfolio, value $1,518,930.

    13F-HR 0001989744-26-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,888 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,541,970.

    13F-HR 0001989744-25-000005 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,888 shares
    Change vs previous 13F -141 shares

    0.44% of the 13F portfolio, value $1,417,080.

    13F-HR 0001989744-25-000004 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,029 shares
    Change vs previous 13F -2 shares

    0.39% of the 13F portfolio, value $1,233,614.

    13F-HR 0001989744-25-000002 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,031 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,205,981.

    13F-HR 0001989744-25-000001 filed by PFW Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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