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Disclosery

Zhang Financial LLC: JPM position timeline

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

Zhang Financial LLC held 27,780 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,780 shares
    Change vs previous 13F +597 shares

    0.27% of the 13F portfolio, value $9,093,443.

    13F-HR 0001776290-26-000005 filed by Zhang 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 27,183 shares
    Change vs previous 13F +6,020 shares

    0.28% of the 13F portfolio, value $7,996,398.

    13F-HR 0001776290-26-000004 filed by Zhang 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 21,163 shares
    Change vs previous 13F +1,195 shares

    0.25% of the 13F portfolio, value $6,819,004.

    13F-HR 0001776290-26-000002 filed by Zhang 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 19,968 shares
    Change vs previous 13F +526 shares

    0.26% of the 13F portfolio, value $6,298,510.

    13F-HR 0001776290-25-000006 filed by Zhang 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 19,442 shares
    Change vs previous 13F +6 shares

    0.26% of the 13F portfolio, value $5,636,297.

    13F-HR 0001776290-25-000005 filed by Zhang 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 19,436 shares
    Change vs previous 13F +7,067 shares

    0.25% of the 13F portfolio, value $4,767,479.

    13F-HR 0001776290-25-000002 filed by Zhang 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 12,369 shares
    Change vs previous 13F +1,622 shares

    0.17% of the 13F portfolio, value $2,964,986.

    13F-HR 0001776290-25-000001 filed by Zhang 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 10,747 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,266,047.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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