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Disclosery

XML Financial, LLC: JPM position timeline

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

XML Financial, LLC held 39,600 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,600 shares
    Change vs previous 13F -71 shares

    0.94% of the 13F portfolio, value $12,962,227.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 39,671 shares
    Change vs previous 13F -1,283 shares

    0.94% of the 13F portfolio, value $11,669,641.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 40,954 shares
    Change vs previous 13F -1,917 shares

    1.08% of the 13F portfolio, value $13,196,201.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 42,871 shares
    Change vs previous 13F -1,500 shares

    1.1% of the 13F portfolio, value $13,522,613.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 44,371 shares
    Change vs previous 13F -733 shares

    1.12% of the 13F portfolio, value $12,863,554.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 45,104 shares
    Change vs previous 13F -432 shares

    1.03% of the 13F portfolio, value $11,063,897.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 45,536 shares
    Change vs previous 13F -1,709 shares

    1% of the 13F portfolio, value $10,915,461.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 47,245 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $9,962,048.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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