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Disclosery

Stiles Financial Services Inc: JPM position timeline

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

Stiles Financial Services Inc held 15,146 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,146 shares
    Change vs previous 13F +579 shares

    1.25% of the 13F portfolio, value $4,957,850.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    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 14,567 shares
    Change vs previous 13F +658 shares

    1.31% of the 13F portfolio, value $4,284,923.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    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 13,909 shares
    Change vs previous 13F +618 shares

    1.38% of the 13F portfolio, value $4,481,640.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services Inc
    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 13,291 shares
    Change vs previous 13F +925 shares

    1.32% of the 13F portfolio, value $4,192,493.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services Inc
    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 12,366 shares
    Change vs previous 13F +1,411 shares

    1.24% of the 13F portfolio, value $3,585,524.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    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 10,955 shares
    Change vs previous 13F +1,652 shares

    1.03% of the 13F portfolio, value $2,687,351.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services Inc
    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 9,303 shares
    Change vs previous 13F +332 shares

    0.81% of the 13F portfolio, value $2,230,645.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services Inc
    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 8,971 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,891,913.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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