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Disclosery

Souders Financial Advisors: JPM position timeline

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

Souders Financial Advisors held 20,730 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,730 shares
    Change vs previous 13F -95 shares

    0.68% of the 13F portfolio, value $6,785,475.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 20,825 shares
    Change vs previous 13F -2 shares

    0.7% of the 13F portfolio, value $6,125,774.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 20,827 shares
    Change vs previous 13F +5 shares

    0.77% of the 13F portfolio, value $6,710,986.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 20,822 shares
    Change vs previous 13F -498 shares

    0.78% of the 13F portfolio, value $6,568,035.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 21,320 shares
    Change vs previous 13F -1,374 shares

    0.79% of the 13F portfolio, value $6,181,005.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 22,694 shares
    Change vs previous 13F -7,034 shares

    0.78% of the 13F portfolio, value $5,566,954.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 29,728 shares
    Change vs previous 13F -7,169 shares

    1% of the 13F portfolio, value $7,126,088.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 36,897 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $7,780,029.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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