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Disclosery

SFM, LLC: JPM position timeline

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

SFM, LLC held 649 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 649 shares
    Change vs previous 13F -242 shares

    0.11% of the 13F portfolio, value $212,576.

    13F-HR 0002064225-26-000004 filed by SFM, 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 891 shares
    Change vs previous 13F -487 shares

    0.16% of the 13F portfolio, value $262,135.

    13F-HR 0002064225-26-000002 filed by SFM, 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 1,378 shares
    Change vs previous 13F +238 shares

    0.26% of the 13F portfolio, value $443,960.

    13F-HR 0002064225-26-000001 filed by SFM, 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 1,140 shares
    Change vs previous 13F +95 shares

    0.21% of the 13F portfolio, value $359,590.

    13F-HR 0002064225-25-000001 filed by SFM, 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 1,045 shares
    Change vs previous 13F +73 shares

    0.19% of the 13F portfolio, value $302,956.

    13F-HR 0001085146-25-003911 filed by SFM, 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 972 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $238,432.

    13F-HR 0001085146-25-002154 filed by SFM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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