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Disclosery

9258 Wealth Management, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on JPM, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 29,310 JPM shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 29,310 shares
    Change vs previous 13F -930 shares

    0.91% of the 13F portfolio, value $6,180,236.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 30,240 shares
    Change vs previous 13F -320 shares

    0.94% of the 13F portfolio, value $6,116,418.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 30,560 shares
    Change vs previous 13F +403 shares

    0.95% of the 13F portfolio, value $6,121,120.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F/A 30,157 shares
    Change vs previous 13F -28 shares

    0.9% of the 13F portfolio, value $5,129,734.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 30,185 shares
    Change vs previous 13F +527 shares

    0.85% of the 13F portfolio, value $4,377,371.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 29,658 shares
    Change vs previous 13F +728 shares

    0.81% of the 13F portfolio, value $4,313,433.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 28,930 shares
    Change vs previous 13F -165 shares

    0.76% of the 13F portfolio, value $3,769,808.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 29,095 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $3,901,684.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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