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Disclosery

Bogart Wealth, LLC: JPM position timeline

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

Bogart Wealth, LLC held 37,403 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 37,403 shares
    Change vs previous 13F +1,102 shares

    0.42% of the 13F portfolio, value $12,243,248.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 36,301 shares
    Change vs previous 13F +1,068 shares

    0.41% of the 13F portfolio, value $10,678,198.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 35,233 shares
    Change vs previous 13F +128 shares

    0.46% of the 13F portfolio, value $11,352,764.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 35,105 shares
    Change vs previous 13F +209 shares

    0.45% of the 13F portfolio, value $11,073,283.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 34,896 shares
    Change vs previous 13F -2,920 shares

    0.43% of the 13F portfolio, value $10,116,665.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 37,816 shares
    Change vs previous 13F -17 shares

    0.44% of the 13F portfolio, value $9,276,249.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 37,833 shares
    Change vs previous 13F -487 shares

    0.43% of the 13F portfolio, value $9,068,919.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 38,320 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $8,080,129.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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