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TILIA FIDUCIARY PARTNERS, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TILIA FIDUCIARY PARTNERS, INC. on JPM, newest first. How the timeline and the estimate are built.

TILIA FIDUCIARY PARTNERS, INC. held 5,837 JPM shares at 2026-09-30 per its 13F-HR/A filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F/A 5,837 shares
    Change vs previous 13F -64 shares

    0.89% of the 13F portfolio, value $1,931,018.

    13F-HR/A 0001910210-26-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,901 shares
    Change vs previous 13F +68 shares

    0.92% of the 13F portfolio, value $1,931,640.

    13F-HR 0001910210-26-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,833 shares
    Change vs previous 13F -158 shares

    0.94% of the 13F portfolio, value $1,715,982.

    13F-HR 0001910210-26-000002 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,991 shares
    Change vs previous 13F -124 shares

    1.07% of the 13F portfolio, value $1,930,368.

    13F-HR 0001910210-26-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 6,115 shares
    Change vs previous 13F -620 shares

    1.12% of the 13F portfolio, value $1,928,908.

    13F-HR 0001910210-25-000005 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 6,735 shares
    Change vs previous 13F -120 shares

    1.19% of the 13F portfolio, value $1,952,562.

    13F-HR 0001910210-25-000004 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,855 shares
    Change vs previous 13F -1,038 shares

    1.12% of the 13F portfolio, value $1,681,448.

    13F-HR 0001910210-25-000003 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,893 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $1,892,017.

    13F-HR 0001910210-25-000001 filed by TILIA FIDUCIARY PARTNERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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