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Vishria Bird Financial Group, LLC: JPM position timeline

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

Vishria Bird Financial Group, LLC held 2,075 JPM shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,075 shares
    Change vs previous 13F +162 shares

    0.13% of the 13F portfolio, value $654,517.

    13F-HR 0002063364-25-000248 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,913 shares
    Change vs previous 13F +10 shares

    0.18% of the 13F portfolio, value $554,646.

    13F-HR 0002063364-25-000097 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,903 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $466,806.

    13F-HR 0002063364-25-000047 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,903 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $456,000.

    13F-HR 0001746438-25-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 1,903 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $401,000.

    13F-HR 0001746438-24-000008 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,903 shares
    Change vs previous 13F +16 shares

    0.16% of the 13F portfolio, value $385,000.

    13F-HR 0001746438-24-000005 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,887 shares
    Change vs previous 13F -40 shares

    0.16% of the 13F portfolio, value $378,000.

    13F-HR 0001746438-24-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 1,927 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $328,000.

    13F-HR 0001746438-24-000001 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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