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Disclosery

Forum Financial Management, LP: JPM position timeline

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

Forum Financial Management, LP held 35,013 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,013 shares
    Change vs previous 13F -6,003 shares

    0.15% of the 13F portfolio, value $11,460,744.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 41,016 shares
    Change vs previous 13F -43,977 shares

    0.17% of the 13F portfolio, value $12,065,404.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 84,993 shares
    Change vs previous 13F +834 shares

    0.36% of the 13F portfolio, value $27,386,315.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 84,159 shares
    Change vs previous 13F +2,147 shares

    0.36% of the 13F portfolio, value $26,546,234.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 82,012 shares
    Change vs previous 13F +1,662 shares

    0.36% of the 13F portfolio, value $23,776,037.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 80,350 shares
    Change vs previous 13F -2,629 shares

    0.33% of the 13F portfolio, value $19,709,872.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 82,979 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $19,890,790.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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