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Disclosery

Buck Wealth Strategies, LLC: JPM position timeline

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

Buck Wealth Strategies, LLC held 59,289 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,289 shares
    Change vs previous 13F +3,389 shares

    2.03% of the 13F portfolio, value $19,406,910.

    13F-HR 0001973259-26-000003 filed by Buck Wealth Strategies, 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 55,900 shares
    Change vs previous 13F +1,377 shares

    2.03% of the 13F portfolio, value $16,443,682.

    13F-HR 0001973259-26-000002 filed by Buck Wealth Strategies, 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 54,523 shares
    Change vs previous 13F +1,996 shares

    2.23% of the 13F portfolio, value $17,568,543.

    13F-HR 0001973259-26-000001 filed by Buck Wealth Strategies, 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 52,527 shares
    Change vs previous 13F +311 shares

    2.27% of the 13F portfolio, value $16,568,463.

    13F-HR 0001973259-25-000006 filed by Buck Wealth Strategies, 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 52,216 shares
    Change vs previous 13F +11,674 shares

    2.31% of the 13F portfolio, value $15,137,811.

    13F-HR 0001973259-25-000004 filed by Buck Wealth Strategies, 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 40,542 shares
    Change vs previous 13F -744 shares

    1.81% of the 13F portfolio, value $9,944,972.

    13F-HR 0001973259-25-000001 filed by Buck Wealth Strategies, 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 41,286 shares
    Change vs previous 13F +667 shares

    2.06% of the 13F portfolio, value $9,896,720.

    13F-HR 0001986042-25-000003 filed by Buck Wealth Strategies, 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 40,619 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $8,564,835.

    13F-HR 0001973259-24-000005 filed by Buck Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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