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Disclosery

SIGNATUREFD, LLC: JPM position timeline

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

SIGNATUREFD, LLC held 85,250 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 85,250 shares
    Change vs previous 13F +1,374 shares

    0.37% of the 13F portfolio, value $27,904,903.

    13F-HR 0001456048-26-000004 filed by SIGNATUREFD, 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 83,876 shares
    Change vs previous 13F +1,716 shares

    0.38% of the 13F portfolio, value $24,673,062.

    13F-HR 0001456048-26-000003 filed by SIGNATUREFD, 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 82,160 shares
    Change vs previous 13F +1,292 shares

    0.4% of the 13F portfolio, value $26,473,588.

    13F-HR 0001456048-26-000001 filed by SIGNATUREFD, 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 80,868 shares
    Change vs previous 13F +2,083 shares

    0.4% of the 13F portfolio, value $25,508,218.

    13F-HR 0001456048-25-000009 filed by SIGNATUREFD, 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 78,785 shares
    Change vs previous 13F +2,668 shares

    0.39% of the 13F portfolio, value $22,840,423.

    13F-HR 0001456048-25-000006 filed by SIGNATUREFD, 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 76,117 shares
    Change vs previous 13F +168 shares

    0.35% of the 13F portfolio, value $18,671,499.

    13F-HR 0001456048-25-000003 filed by SIGNATUREFD, 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 75,949 shares
    Change vs previous 13F +2,082 shares

    0.35% of the 13F portfolio, value $18,205,783.

    13F-HR 0001456048-25-000001 filed by SIGNATUREFD, 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 73,867 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $15,575,688.

    13F-HR 0001456048-24-000007 filed by SIGNATUREFD, LLC
    Filed (acceptance time not in the bulk data set), ingested

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