Skip to content
Disclosery

Source Financial Advisors LLC: JPM position timeline

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

Source Financial Advisors LLC held 17,213 JPM shares at 2024-09-30 per its 13F-HR filed 2024-11-01.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 17,213 shares
    Change vs previous 13F +2 shares

    1.07% of the 13F portfolio, value $3,629,453.

    13F-HR 0001830954-24-000006 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 17,211 shares
    Change vs previous 13F -468 shares

    1.07% of the 13F portfolio, value $3,481,013.

    13F-HR 0001830954-24-000003 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 17,679 shares
    Change vs previous 13F -9,642 shares

    1.07% of the 13F portfolio, value $3,541,199.

    13F-HR 0001830954-24-000002 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 27,321 shares
    Change vs previous 13F -2,022 shares

    1.44% of the 13F portfolio, value $4,647,374.

    13F-HR 0001830954-24-000001 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 29,343 shares
    Change vs previous 13F -1,193 shares

    1.44% of the 13F portfolio, value $4,255,384.

    13F-HR 0001830954-23-000006 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 30,536 shares
    Change vs previous 13F -5,695 shares

    1.46% of the 13F portfolio, value $4,441,189.

    13F-HR 0001830954-23-000005 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 36,231 shares
    Change vs previous 13F -3,452 shares

    1.58% of the 13F portfolio, value $4,721,246.

    13F-HR 0001830954-23-000004 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 39,683 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $5,321,550.

    13F-HR 0001830954-23-000003 filed by Source Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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