Ownership history in JSF Financial, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which JSF Financial, LLC reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 84,352 | -264 | -0.3% | 4.75% | $22.9M | $271.61 |
| 2025 Q3 | REDUCED | 84,616 | -1,590 | -1.8% | 4.78% | $21.5M | $254.15 |
| 2025 Q2 | ADDED | 86,206 | +633 | +0.7% | 4.20% | $17.7M | $204.55 |
| 2025 Q1 | REDUCED | 85,573 | -537 | -0.6% | 5.01% | $19.0M | $221.17 |
| 2024 Q4 | ADDED | 86,110 | +12,915 | +17.6% | 5.77% | $21.6M | $249.06 |
| 2024 Q3 | REDUCED | 73,195 | -734 | -1.0% | 4.97% | $17.1M | $231.48 |
| 2024 Q2 | REDUCED | 73,929 | -1,035 | -1.4% | 4.77% | $15.6M | $209.00 |
| 2024 Q1 | ADDED | 74,964 | +160 | +0.2% | 4.02% | $12.9M | $169.93 |
| 2023 Q4 | REDUCED | 74,804 | -2,369 | -3.1% | 4.99% | $14.4M | $190.55 |
| 2023 Q3 | ADDED | 77,173 | +4,629 | +6.4% | 5.12% | $13.2M | $169.23 |
As of 2025 Q4 — sorted by position size