Skip to content
Disclosery

Rollins Financial Advisors, LLC: JPM position timeline

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

Rollins Financial Advisors, LLC held 44,211 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,211 shares
    Change vs previous 13F -79 shares

    1.91% of the 13F portfolio, value $14,471,590.

    13F-HR 0001765380-26-000270 filed by Rollins 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 44,290 shares
    Change vs previous 13F -263 shares

    2.06% of the 13F portfolio, value $13,028,328.

    13F-HR 0001765380-26-000159 filed by Rollins 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 44,553 shares
    Change vs previous 13F +1,111 shares

    2.11% of the 13F portfolio, value $14,355,941.

    13F-HR 0001884018-26-000001 filed by Rollins 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 43,442 shares
    Change vs previous 13F -508 shares

    2.07% of the 13F portfolio, value $13,703,031.

    13F-HR 0001765380-25-000462 filed by Rollins 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 43,950 shares
    Change vs previous 13F +1,959 shares

    2.03% of the 13F portfolio, value $12,741,650.

    13F-HR 0001765380-25-000307 filed by Rollins 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/A 41,991 shares
    Change vs previous 13F +11,325 shares

    1.79% of the 13F portfolio, value $10,300,453.

    13F-HR/A 0001765380-25-000236 filed by Rollins 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 30,666 shares
    Change vs previous 13F +5,606 shares

    1.15% of the 13F portfolio, value $7,350,978.

    13F-HR 0001765380-25-000096 filed by Rollins 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 25,060 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $5,284,136.

    13F-HR 0001765380-24-000448 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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