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Disclosery

Worthington Financial Partners, LLC: JPM position timeline

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

Worthington Financial Partners, LLC held 3,981 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,981 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $1,317,034.

    13F-HR 0002111427-26-000006 filed by Worthington Financial Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,981 shares
    Change vs previous 13F +723 shares

    1.08% of the 13F portfolio, value $1,303,101.

    13F-HR 0002111427-26-000005 filed by Worthington Financial Partners, LLC
    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 3,258 shares
    Change vs previous 13F +1,000 shares

    0.82% of the 13F portfolio, value $958,373.

    13F-HR 0002111427-26-000004 filed by Worthington Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,258 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $727,573.

    13F-HR 0002111427-26-000002 filed by Worthington Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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