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Aries Wealth Management: JPM position timeline

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

Aries Wealth Management held 17,372 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,372 shares
    Change vs previous 13F -25 shares

    1.12% of the 13F portfolio, value $5,686,377.

    13F-HR 0001172661-26-002775 filed by Aries 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 17,397 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $5,117,502.

    13F-HR 0001172661-26-001991 filed by Aries 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 17,397 shares
    Change vs previous 13F -164 shares

    1.24% of the 13F portfolio, value $5,605,661.

    13F-HR 0001172661-26-000402 filed by Aries 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 17,561 shares
    Change vs previous 13F +322 shares

    1.31% of the 13F portfolio, value $5,539,266.

    13F-HR 0001172661-25-004662 filed by Aries 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 17,239 shares
    Change vs previous 13F -1,206 shares

    1.31% of the 13F portfolio, value $4,997,758.

    13F-HR 0001085146-25-004192 filed by Aries 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 18,445 shares
    Change vs previous 13F +552 shares

    1.23% of the 13F portfolio, value $4,524,559.

    13F-HR 0001085146-25-002137 filed by Aries 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 17,893 shares
    Change vs previous 13F 0 shares

    1.18% of the 13F portfolio, value $4,289,131.

    13F-HR 0001085146-25-000630 filed by Aries 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 17,893 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $3,772,918.

    13F-HR 0001085146-24-005257 filed by Aries Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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