Skip to content
Disclosery

SFMG, LLC: JPM position timeline

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

SFMG, LLC held 17,677 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,677 shares
    Change vs previous 13F -781 shares

    0.35% of the 13F portfolio, value $5,786,310.

    13F-HR 0001512026-26-000005 filed by SFMG, 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 18,458 shares
    Change vs previous 13F +2,398 shares

    0.37% of the 13F portfolio, value $5,429,557.

    13F-HR 0001512026-26-000003 filed by SFMG, 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 16,060 shares
    Change vs previous 13F +865 shares

    0.35% of the 13F portfolio, value $5,175,006.

    13F-HR 0001512026-26-000001 filed by SFMG, 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 15,195 shares
    Change vs previous 13F +477 shares

    0.33% of the 13F portfolio, value $4,792,821.

    13F-HR 0001512026-25-000009 filed by SFMG, 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 14,718 shares
    Change vs previous 13F -531 shares

    0.32% of the 13F portfolio, value $4,266,780.

    13F-HR 0001512026-25-000006 filed by SFMG, 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 15,249 shares
    Change vs previous 13F +78 shares

    0.3% of the 13F portfolio, value $3,740,518.

    13F-HR 0001512026-25-000004 filed by SFMG, 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 15,171 shares
    Change vs previous 13F -284 shares

    0.29% of the 13F portfolio, value $3,636,701.

    13F-HR 0001512026-25-000002 filed by SFMG, 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 15,455 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,258,899.

    13F-HR 0001512026-24-000006 filed by SFMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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