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AE Wealth Management LLC: JPM position timeline

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

AE Wealth Management LLC held 504,021 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 504,021 shares
    Change vs previous 13F +40,209 shares

    0.77% of the 13F portfolio, value $164,981,764.

    13F-HR 0001697723-26-000007 filed by AE 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 ended2026-03-31
    13F 463,812 shares
    Change vs previous 13F -52,795 shares

    0.74% of the 13F portfolio, value $136,436,093.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 516,607 shares
    Change vs previous 13F +38,562 shares

    0.96% of the 13F portfolio, value $166,461,283.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 478,045 shares
    Change vs previous 13F +49,861 shares

    0.96% of the 13F portfolio, value $150,789,761.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 428,184 shares
    Change vs previous 13F +30,821 shares

    0.91% of the 13F portfolio, value $124,134,446.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 397,363 shares
    Change vs previous 13F +16,541 shares

    0.82% of the 13F portfolio, value $97,473,344.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 380,822 shares
    Change vs previous 13F +29,624 shares

    0.77% of the 13F portfolio, value $91,287,060.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 351,198 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $74,053,767.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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