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Register Financial Advisors LLC: JPM position timeline

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

Register Financial Advisors LLC held 17,594 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,594 shares
    Change vs previous 13F +393 shares

    1.77% of the 13F portfolio, value $5,759,081.

    13F-HR 0001398344-26-012152 filed by Register Financial Advisors 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 17,201 shares
    Change vs previous 13F +1,215 shares

    1.87% of the 13F portfolio, value $5,059,943.

    13F-HR 0001398344-26-006554 filed by Register Financial 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 ended2025-12-31
    13F 15,986 shares
    Change vs previous 13F -349 shares

    2.01% of the 13F portfolio, value $5,150,978.

    13F-HR 0001398344-26-000936 filed by Register Financial 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 ended2025-09-30
    13F 16,335 shares
    Change vs previous 13F -133 shares

    2.03% of the 13F portfolio, value $5,152,427.

    13F-HR 0001398344-25-020010 filed by Register Financial 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 ended2025-06-30
    13F 16,468 shares
    Change vs previous 13F -950 shares

    2.08% of the 13F portfolio, value $4,774,216.

    13F-HR 0001398344-25-013182 filed by Register Financial 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 ended2025-03-31
    13F 17,418 shares
    Change vs previous 13F -195 shares

    2.22% of the 13F portfolio, value $4,272,658.

    13F-HR 0001398344-25-007432 filed by Register Financial 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 ended2024-12-31
    13F 17,613 shares
    Change vs previous 13F -537 shares

    2.12% of the 13F portfolio, value $4,222,001.

    13F-HR 0001398344-25-000892 filed by Register Financial 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 ended2024-09-30
    13F 18,150 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $3,827,193.

    13F-HR 0001398344-24-018875 filed by Register Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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