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Tranquilli Financial Advisor LLC: JPM position timeline

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

Tranquilli Financial Advisor LLC held 5,150 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,150 shares
    Change vs previous 13F +1,855 shares

    0.91% of the 13F portfolio, value $1,685,750.

    13F-HR 0001214659-26-009764 filed by Tranquilli Financial Advisor 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 3,295 shares
    Change vs previous 13F -403 shares

    0.57% of the 13F portfolio, value $969,257.

    13F-HR 0001214659-26-005880 filed by Tranquilli Financial Advisor 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 3,698 shares
    Change vs previous 13F -14 shares

    0.69% of the 13F portfolio, value $1,191,570.

    13F-HR 0001214659-26-000854 filed by Tranquilli Financial Advisor 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 3,712 shares
    Change vs previous 13F +103 shares

    0.69% of the 13F portfolio, value $1,170,876.

    13F-HR 0001214659-25-015582 filed by Tranquilli Financial Advisor 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 3,609 shares
    Change vs previous 13F -211 shares

    0.65% of the 13F portfolio, value $1,046,285.

    13F-HR 0001214659-25-011974 filed by Tranquilli Financial Advisor 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 3,820 shares
    Change vs previous 13F -1,605 shares

    0.59% of the 13F portfolio, value $937,046.

    13F-HR 0001214659-25-007387 filed by Tranquilli Financial Advisor 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 5,425 shares
    Change vs previous 13F -98 shares

    0.82% of the 13F portfolio, value $1,300,427.

    13F-HR 0001214659-25-001346 filed by Tranquilli Financial Advisor 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 5,523 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,164,580.

    13F-HR 0001214659-24-018965 filed by Tranquilli Financial Advisor LLC
    Filed (acceptance time not in the bulk data set), ingested

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