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Disclosery

S Harris Financial Group, LLC: JPM position timeline

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

S Harris Financial Group, LLC held 17,984 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,984 shares
    Change vs previous 13F +26 shares

    4.56% of the 13F portfolio, value $5,886,749.

    13F-HR 0001951757-26-001054 filed by S Harris Financial Group, 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 17,958 shares
    Change vs previous 13F -46 shares

    4.82% of the 13F portfolio, value $5,282,579.

    13F-HR 0001951757-26-000656 filed by S Harris Financial Group, 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 18,004 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $5,801,278.

    13F-HR 0001951757-26-000503 filed by S Harris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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