Skip to content
Disclosery

Altus Wealth Group LLC: JPM position timeline

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

Altus Wealth Group LLC held 7,445 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,445 shares
    Change vs previous 13F +244 shares

    0.88% of the 13F portfolio, value $2,436,993.

    13F-HR 0001842572-26-000004 filed by Altus Wealth Group 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 7,201 shares
    Change vs previous 13F +606 shares

    0.87% of the 13F portfolio, value $2,118,105.

    13F-HR 0001842572-26-000003 filed by Altus Wealth Group 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 6,595 shares
    Change vs previous 13F -440 shares

    0.85% of the 13F portfolio, value $2,125,032.

    13F-HR 0001842572-26-000001 filed by Altus Wealth Group 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 7,035 shares
    Change vs previous 13F -74 shares

    0.91% of the 13F portfolio, value $2,219,186.

    13F-HR 0001842572-25-000013 filed by Altus Wealth Group 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 7,109 shares
    Change vs previous 13F +327 shares

    0.91% of the 13F portfolio, value $2,060,829.

    13F-HR 0001842572-25-000008 filed by Altus Wealth Group 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 6,782 shares
    Change vs previous 13F -905 shares

    0.78% of the 13F portfolio, value $1,663,686.

    13F-HR 0001842572-25-000006 filed by Altus Wealth Group 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 7,687 shares
    Change vs previous 13F -8 shares

    0.82% of the 13F portfolio, value $1,842,556.

    13F-HR 0001842572-25-000002 filed by Altus Wealth Group 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 7,695 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,622,532.

    13F-HR 0001842572-24-000010 filed by Altus Wealth Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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