RPg Family Wealth Advisory, LLC: JPM position timeline

RPg Family Wealth Advisory, LLC held 29,603 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 29,603 shares

   Change vs previous 13F +472 shares

   1.62% of the 13F portfolio, value $9,689,958.

   13F-HR/A 0001569884-26-000009 filed by RPg Family Wealth Advisory, LLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 29,131 shares

   Change vs previous 13F +61 shares

   1.79% of the 13F portfolio, value $8,569,182.

   13F-HR 0001569884-26-000006 filed by RPg Family Wealth Advisory, LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 29,070 shares

   Change vs previous 13F -267 shares

   2.06% of the 13F portfolio, value $9,366,935.

   13F-HR 0001569884-26-000002 filed by RPg Family Wealth Advisory, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 29,337 shares

   Change vs previous 13F +10,287 shares

   2.03% of the 13F portfolio, value $9,253,769.

   13F-HR 0001569884-25-000013 filed by RPg Family Wealth Advisory, LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 19,050 shares

   Change vs previous 13F not available

   1.47% of the 13F portfolio, value $5,522,785.

   13F-HR 0001569884-25-000010 filed by RPg Family Wealth Advisory, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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