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Disclosery

BSW Wealth Partners: JPM position timeline

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

BSW Wealth Partners held 11,347 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,347 shares
    Change vs previous 13F -219 shares

    0.41% of the 13F portfolio, value $3,714,126.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 11,566 shares
    Change vs previous 13F +247 shares

    0.42% of the 13F portfolio, value $3,402,306.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 11,319 shares
    Change vs previous 13F -660 shares

    0.44% of the 13F portfolio, value $3,647,076.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 11,979 shares
    Change vs previous 13F +1 shares

    0.47% of the 13F portfolio, value $3,778,552.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 11,978 shares
    Change vs previous 13F -26 shares

    0.48% of the 13F portfolio, value $3,472,421.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 12,004 shares
    Change vs previous 13F +614 shares

    0.45% of the 13F portfolio, value $2,944,470.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 11,390 shares
    Change vs previous 13F -497 shares

    0.4% of the 13F portfolio, value $2,730,251.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 11,887 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,506,579.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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