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TOBIAS FINANCIAL ADVISORS, INC.: JPM position timeline

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

TOBIAS FINANCIAL ADVISORS, INC. held 3,108 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 3,108 shares
    Change vs previous 13F -1 shares

    0.13% of the 13F portfolio, value $1,017,352.

    13F-HR/A 0001172661-26-004020 filed by TOBIAS FINANCIAL ADVISORS, 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 3,109 shares
    Change vs previous 13F -425 shares

    0.13% of the 13F portfolio, value $914,476.

    13F-HR 0001172661-26-001774 filed by TOBIAS FINANCIAL ADVISORS, 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 3,534 shares
    Change vs previous 13F +1,137 shares

    0.16% of the 13F portfolio, value $1,138,617.

    13F-HR 0001172661-26-000762 filed by TOBIAS FINANCIAL ADVISORS, 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 2,397 shares
    Change vs previous 13F +324 shares

    0.11% of the 13F portfolio, value $756,032.

    13F-HR 0001172661-25-004533 filed by TOBIAS FINANCIAL ADVISORS, 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 2,073 shares
    Change vs previous 13F +631 shares

    0.1% of the 13F portfolio, value $600,934.

    13F-HR 0001172661-25-003109 filed by TOBIAS FINANCIAL ADVISORS, 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 1,442 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $353,723.

    13F-HR 0001172661-25-002269 filed by TOBIAS FINANCIAL ADVISORS, 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 1,442 shares
    Change vs previous 13F +161 shares

    0.07% of the 13F portfolio, value $345,662.

    13F-HR 0001172661-25-000818 filed by TOBIAS FINANCIAL ADVISORS, 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 1,281 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $270,112.

    13F-HR 0001172661-24-004412 filed by TOBIAS FINANCIAL ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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