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Disclosery

Alpha Omega Wealth Management LLC: JPM position timeline

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

Alpha Omega Wealth Management LLC held 30,491 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,491 shares
    Change vs previous 13F -718 shares

    1.52% of the 13F portfolio, value $9,980,543.

    13F-HR 0001665633-26-000003 filed by Alpha Omega 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 31,209 shares
    Change vs previous 13F -378 shares

    1.49% of the 13F portfolio, value $9,180,349.

    13F-HR 0001665633-26-000002 filed by Alpha Omega 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 31,587 shares
    Change vs previous 13F -1,330 shares

    1.69% of the 13F portfolio, value $10,177,838.

    13F-HR 0001665633-26-000001 filed by Alpha Omega 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/A 32,917 shares
    Change vs previous 13F -2,312 shares

    1.73% of the 13F portfolio, value $10,383,123.

    13F-HR/A 0001665633-25-000011 filed by Alpha Omega 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 35,229 shares
    Change vs previous 13F -1,761 shares

    1.83% of the 13F portfolio, value $10,213,223.

    13F-HR 0001665633-25-000004 filed by Alpha Omega 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 36,990 shares
    Change vs previous 13F -1,697 shares

    1.73% of the 13F portfolio, value $9,073,593.

    13F-HR 0001665633-25-000002 filed by Alpha Omega 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 38,687 shares
    Change vs previous 13F -330 shares

    1.76% of the 13F portfolio, value $9,273,637.

    13F-HR 0001665633-25-000001 filed by Alpha Omega 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 39,017 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $8,227,194.

    13F-HR 0001665633-24-000008 filed by Alpha Omega Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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