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Disclosery

Bernard Wealth Management Corp.: JPM position timeline

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

Bernard Wealth Management Corp. held 12,270 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,270 shares
    Change vs previous 13F -439 shares

    1.48% of the 13F portfolio, value $4,016,252.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 12,709 shares
    Change vs previous 13F +215 shares

    1.59% of the 13F portfolio, value $3,738,367.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 12,494 shares
    Change vs previous 13F -64 shares

    1.63% of the 13F portfolio, value $4,025,975.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 12,558 shares
    Change vs previous 13F +39 shares

    1.65% of the 13F portfolio, value $3,961,291.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 12,519 shares
    Change vs previous 13F -5,096 shares

    1.68% of the 13F portfolio, value $3,629,473.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 17,615 shares
    Change vs previous 13F +8,984 shares

    2.11% of the 13F portfolio, value $4,320,981.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 8,631 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $2,068,966.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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