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Disclosery

Activest Wealth Management: JPM position timeline

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

Activest Wealth Management held 2,732 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,732 shares
    Change vs previous 13F -3,856 shares

    0.17% of the 13F portfolio, value $894,149.

    13F-HR 0001883134-26-000003 filed by Activest Wealth Management
    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 6,588 shares
    Change vs previous 13F +1,972 shares

    0.34% of the 13F portfolio, value $1,937,875.

    13F-HR 0001883134-26-000002 filed by Activest Wealth Management
    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 4,616 shares
    Change vs previous 13F -1,661 shares

    0.28% of the 13F portfolio, value $1,487,211.

    13F-HR 0001883134-26-000001 filed by Activest Wealth Management
    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 6,277 shares
    Change vs previous 13F +1,256 shares

    0.4% of the 13F portfolio, value $1,980,029.

    13F-HR 0001883134-25-000008 filed by Activest Wealth Management
    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 5,021 shares
    Change vs previous 13F -102 shares

    0.35% of the 13F portfolio, value $1,455,660.

    13F-HR 0001883134-25-000005 filed by Activest Wealth Management
    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 5,123 shares
    Change vs previous 13F +392 shares

    0.34% of the 13F portfolio, value $1,256,629.

    13F-HR 0001883134-25-000004 filed by Activest Wealth Management
    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 4,731 shares
    Change vs previous 13F -334 shares

    0.32% of the 13F portfolio, value $1,134,044.

    13F-HR 0001883134-25-000001 filed by Activest Wealth Management
    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 5,065 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,068,077.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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