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Disclosery

Shum Financial Group, Inc.: JPM position timeline

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

Shum Financial Group, Inc. held 10,214 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,214 shares
    Change vs previous 13F -123 shares

    1.94% of the 13F portfolio, value $3,379,049.

    13F-HR 0002044675-26-000007 filed by Shum Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,337 shares
    Change vs previous 13F -50 shares

    2.04% of the 13F portfolio, value $3,383,562.

    13F-HR 0002044675-26-000006 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,387 shares
    Change vs previous 13F -66 shares

    2.16% of the 13F portfolio, value $3,055,543.

    13F-HR 0002044675-26-000004 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,453 shares
    Change vs previous 13F -88 shares

    2.43% of the 13F portfolio, value $3,368,279.

    13F-HR 0002044675-26-000001 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,541 shares
    Change vs previous 13F -378 shares

    2.48% of the 13F portfolio, value $3,325,059.

    13F-HR 0002044675-25-000010 filed by Shum Financial Group, Inc.
    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 10,919 shares
    Change vs previous 13F +13 shares

    2.32% of the 13F portfolio, value $2,678,517.

    13F-HR 0002044675-25-000002 filed by Shum Financial Group, Inc.
    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 10,906 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $2,614,362.

    13F-HR 0002044675-25-000001 filed by Shum Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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