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Disclosery

Snider Financial Group: JPM position timeline

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

Snider Financial Group held 18,029 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,029 shares
    Change vs previous 13F +352 shares

    1.5% of the 13F portfolio, value $5,901,344.

    13F-HR 0001951757-26-000994 filed by Snider Financial Group
    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 17,677 shares
    Change vs previous 13F -22 shares

    1.57% of the 13F portfolio, value $5,199,794.

    13F-HR 0001951757-26-000608 filed by Snider Financial Group
    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 17,699 shares
    Change vs previous 13F +389 shares

    1.52% of the 13F portfolio, value $5,702,915.

    13F-HR 0001951757-26-000257 filed by Snider Financial Group
    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 17,310 shares
    Change vs previous 13F -54 shares

    1.49% of the 13F portfolio, value $5,460,101.

    13F-HR 0001951757-25-001312 filed by Snider Financial Group
    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 17,364 shares
    Change vs previous 13F -95 shares

    1.45% of the 13F portfolio, value $5,033,968.

    13F-HR 0001951757-25-001029 filed by Snider Financial Group
    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 17,459 shares
    Change vs previous 13F -684 shares

    1.39% of the 13F portfolio, value $4,282,571.

    13F-HR 0001951757-25-000328 filed by Snider Financial Group
    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 18,143 shares
    Change vs previous 13F -30 shares

    1.35% of the 13F portfolio, value $4,349,156.

    13F-HR 0001951757-25-000191 filed by Snider Financial Group
    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 18,173 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $3,831,895.

    13F-HR 0001951757-24-001180 filed by Snider Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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