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Disclosery

Abundance Wealth Counselors: JPM position timeline

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

Abundance Wealth Counselors held 25,347 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 25,347 shares
    Change vs previous 13F +11,177 shares

    0.54% of the 13F portfolio, value $8,296,832.

    13F-HR 0001767080-26-000004 filed by Abundance Wealth Counselors
    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 14,170 shares
    Change vs previous 13F +1,060 shares

    0.6% of the 13F portfolio, value $4,168,247.

    13F-HR 0001767080-26-000003 filed by Abundance Wealth Counselors
    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 13,110 shares
    Change vs previous 13F +75 shares

    0.71% of the 13F portfolio, value $4,224,304.

    13F-HR 0001767080-26-000001 filed by Abundance Wealth Counselors
    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 13,035 shares
    Change vs previous 13F -1,060 shares

    0.7% of the 13F portfolio, value $4,111,627.

    13F-HR 0001767080-25-000006 filed by Abundance Wealth Counselors
    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 14,095 shares
    Change vs previous 13F -18 shares

    0.74% of the 13F portfolio, value $3,967,000.

    13F-HR 0001767080-25-000005 filed by Abundance Wealth Counselors
    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 14,113 shares
    Change vs previous 13F +345 shares

    0.71% of the 13F portfolio, value $3,402,000.

    13F-HR 0001767080-25-000004 filed by Abundance Wealth Counselors
    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 13,768 shares
    Change vs previous 13F +56 shares

    0.72% of the 13F portfolio, value $3,300,000.

    13F-HR 0001767080-25-000001 filed by Abundance Wealth Counselors
    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 13,712 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $2,891,000.

    13F-HR 0001767080-24-000007 filed by Abundance Wealth Counselors
    Filed (acceptance time not in the bulk data set), ingested

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