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Disclosery

Shepherd Financial Partners LLC: JPM position timeline

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

Shepherd Financial Partners LLC held 46,024 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,024 shares
    Change vs previous 13F -290 shares

    1.24% of the 13F portfolio, value $15,065,181.

    13F-HR 0001696628-26-000004 filed by Shepherd Financial Partners 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 46,314 shares
    Change vs previous 13F -993 shares

    1.29% of the 13F portfolio, value $13,623,789.

    13F-HR 0001696628-26-000002 filed by Shepherd Financial Partners 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 47,307 shares
    Change vs previous 13F -784 shares

    1.41% of the 13F portfolio, value $15,243,292.

    13F-HR 0001696628-26-000001 filed by Shepherd Financial Partners 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 48,091 shares
    Change vs previous 13F +23 shares

    1.44% of the 13F portfolio, value $15,169,362.

    13F-HR 0001696628-25-000002 filed by Shepherd Financial Partners 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 48,068 shares
    Change vs previous 13F -46 shares

    1.47% of the 13F portfolio, value $13,935,458.

    13F-HR 0001085146-25-005028 filed by Shepherd Financial Partners 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 48,114 shares
    Change vs previous 13F +966 shares

    1.38% of the 13F portfolio, value $11,802,468.

    13F-HR 0001085146-25-002194 filed by Shepherd Financial Partners 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 47,148 shares
    Change vs previous 13F +257 shares

    1.35% of the 13F portfolio, value $11,301,817.

    13F-HR 0001085146-25-000526 filed by Shepherd Financial Partners 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 46,891 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $9,887,343.

    13F-HR 0001085146-24-005190 filed by Shepherd Financial Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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