Skip to content
Disclosery

BKM Wealth Management, LLC: JPM position timeline

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

BKM Wealth Management, LLC held 20,960 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,960 shares
    Change vs previous 13F +1,505 shares

    2.43% of the 13F portfolio, value $6,860,880.

    13F-HR 0002007263-26-000003 filed by BKM Wealth Management, 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 19,455 shares
    Change vs previous 13F -175 shares

    2.09% of the 13F portfolio, value $5,722,916.

    13F-HR 0002007263-26-000002 filed by BKM Wealth Management, 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 19,630 shares
    Change vs previous 13F +1,763 shares

    2.31% of the 13F portfolio, value $6,325,209.

    13F-HR 0002007263-26-000001 filed by BKM Wealth Management, 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 17,867 shares
    Change vs previous 13F +536 shares

    2.08% of the 13F portfolio, value $5,635,811.

    13F-HR 0002007263-25-000007 filed by BKM Wealth Management, 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 17,331 shares
    Change vs previous 13F +35 shares

    1.96% of the 13F portfolio, value $5,024,446.

    13F-HR 0002007263-25-000005 filed by BKM Wealth Management, 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 17,296 shares
    Change vs previous 13F +961 shares

    1.75% of the 13F portfolio, value $4,242,718.

    13F-HR 0002007263-25-000004 filed by BKM Wealth Management, 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 16,335 shares
    Change vs previous 13F +938 shares

    1.61% of the 13F portfolio, value $3,915,669.

    13F-HR 0002007263-25-000003 filed by BKM Wealth Management, 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 15,397 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,246,616.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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