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Disclosery

AMJ Financial Wealth Management: JPM position timeline

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

AMJ Financial Wealth Management held 2,850 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,850 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $838,356.

    13F-HR 0001986152-26-000119 filed by AMJ Financial 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 2,850 shares
    Change vs previous 13F -38 shares

    0.2% of the 13F portfolio, value $838,356.

    13F-HR 0001986152-26-000068 filed by AMJ Financial 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 2,888 shares
    Change vs previous 13F -31 shares

    0.22% of the 13F portfolio, value $930,571.

    13F-HR 0001986152-26-000013 filed by AMJ Financial 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 2,919 shares
    Change vs previous 13F +20 shares

    0.22% of the 13F portfolio, value $920,740.

    13F-HR 0001801585-25-000008 filed by AMJ Financial 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 2,899 shares
    Change vs previous 13F -90 shares

    0.21% of the 13F portfolio, value $840,449.

    13F-HR 0001986152-25-000061 filed by AMJ Financial 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 2,989 shares
    Change vs previous 13F -57 shares

    0.22% of the 13F portfolio, value $733,202.

    13F-HR 0001801585-25-000004 filed by AMJ Financial 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 3,046 shares
    Change vs previous 13F -244 shares

    0.2% of the 13F portfolio, value $730,157.

    13F-HR 0001801585-25-000002 filed by AMJ Financial 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 3,290 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $693,729.

    13F-HR 0001801585-24-000011 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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