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Disclosery

RFG Advisory, LLC: JPM position timeline

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

RFG Advisory, LLC held 36,121 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 36,121 shares
    Change vs previous 13F +3,054 shares

    0.18% of the 13F portfolio, value $11,823,371.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 33,067 shares
    Change vs previous 13F +7 shares

    0.18% of the 13F portfolio, value $9,726,847.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 33,060 shares
    Change vs previous 13F +1,190 shares

    0.2% of the 13F portfolio, value $10,652,712.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 31,870 shares
    Change vs previous 13F -2,457 shares

    0.21% of the 13F portfolio, value $10,052,858.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 34,327 shares
    Change vs previous 13F -206 shares

    0.23% of the 13F portfolio, value $9,951,705.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 34,533 shares
    Change vs previous 13F +4,118 shares

    0.23% of the 13F portfolio, value $8,471,002.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 30,415 shares
    Change vs previous 13F +1,693 shares

    0.21% of the 13F portfolio, value $7,290,755.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 28,722 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,056,333.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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