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Disclosery

RDA Financial Network: JPM position timeline

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

RDA Financial Network held 29,995 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,995 shares
    Change vs previous 13F +200 shares

    2.14% of the 13F portfolio, value $9,818,266.

    13F-HR 0001774086-26-000003 filed by RDA Financial Network
    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 29,795 shares
    Change vs previous 13F +388 shares

    2.19% of the 13F portfolio, value $8,764,430.

    13F-HR 0001774086-26-000002 filed by RDA Financial Network
    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 29,407 shares
    Change vs previous 13F -518 shares

    2.28% of the 13F portfolio, value $9,475,509.

    13F-HR 0001774086-26-000001 filed by RDA Financial Network
    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 29,925 shares
    Change vs previous 13F -1,390 shares

    2.33% of the 13F portfolio, value $9,439,384.

    13F-HR 0001774086-25-000006 filed by RDA Financial Network
    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 31,315 shares
    Change vs previous 13F +794 shares

    2.45% of the 13F portfolio, value $9,078,648.

    13F-HR 0001774086-25-000005 filed by RDA Financial Network
    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 30,521 shares
    Change vs previous 13F -176 shares

    2.23% of the 13F portfolio, value $7,486,763.

    13F-HR 0001774086-25-000004 filed by RDA Financial Network
    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 30,697 shares
    Change vs previous 13F +610 shares

    2.15% of the 13F portfolio, value $7,358,452.

    13F-HR 0001774086-25-000001 filed by RDA Financial Network
    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 30,087 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $6,344,152.

    13F-HR 0001774086-24-000004 filed by RDA Financial Network
    Filed (acceptance time not in the bulk data set), ingested

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