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BARLOW WEALTH PARTNERS, LLC: JPM position timeline

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

BARLOW WEALTH PARTNERS, LLC held 85,274 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,274 shares
    Change vs previous 13F +913 shares

    3.05% of the 13F portfolio, value $28,193,418.

    13F-HR 0001951757-26-000999 filed by BARLOW WEALTH PARTNERS, 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 84,361 shares
    Change vs previous 13F -553 shares

    2.91% of the 13F portfolio, value $26,176,262.

    13F-HR 0001951757-26-000665 filed by BARLOW WEALTH PARTNERS, 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 84,914 shares
    Change vs previous 13F -875 shares

    3.02% of the 13F portfolio, value $27,952,975.

    13F-HR 0001951757-26-000096 filed by BARLOW WEALTH PARTNERS, 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 85,789 shares
    Change vs previous 13F +35 shares

    2.81% of the 13F portfolio, value $25,231,262.

    13F-HR 0001951757-25-001236 filed by BARLOW WEALTH PARTNERS, 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 85,754 shares
    Change vs previous 13F -1,238 shares

    3% of the 13F portfolio, value $25,040,156.

    13F-HR 0001951757-25-000980 filed by BARLOW WEALTH PARTNERS, 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 86,992 shares
    Change vs previous 13F +983 shares

    2.78% of the 13F portfolio, value $21,186,804.

    13F-HR 0001951757-25-000466 filed by BARLOW WEALTH PARTNERS, 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 86,009 shares
    Change vs previous 13F +6,779 shares

    2.75% of the 13F portfolio, value $21,704,379.

    13F-HR 0001951757-25-000056 filed by BARLOW WEALTH PARTNERS, 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 79,230 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $16,712,064.

    13F-HR 0001951757-24-000987 filed by BARLOW WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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