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Disclosery

Sowell Financial Services LLC: JPM position timeline

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

Sowell Financial Services LLC held 70,498 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,498 shares
    Change vs previous 13F +2,672 shares

    0.75% of the 13F portfolio, value $23,076,197.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 67,826 shares
    Change vs previous 13F -1,054 shares

    0.74% of the 13F portfolio, value $19,951,677.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 68,880 shares
    Change vs previous 13F +187 shares

    0.82% of the 13F portfolio, value $22,194,538.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 68,693 shares
    Change vs previous 13F -5,594 shares

    0.83% of the 13F portfolio, value $21,667,841.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 74,287 shares
    Change vs previous 13F +624 shares

    0.88% of the 13F portfolio, value $21,536,587.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 73,663 shares
    Change vs previous 13F +1,332 shares

    0.82% of the 13F portfolio, value $18,069,496.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 72,331 shares
    Change vs previous 13F -2,335 shares

    0.91% of the 13F portfolio, value $17,338,462.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 74,666 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $15,744,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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