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Buckley Wealth Management, LLC: JPM position timeline

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

Buckley Wealth Management, LLC held 59,992 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,992 shares
    Change vs previous 13F -103 shares

    4.86% of the 13F portfolio, value $19,636,880.

    13F-HR 0001172661-26-003164 filed by Buckley 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 60,095 shares
    Change vs previous 13F +2,231 shares

    4.51% of the 13F portfolio, value $17,677,847.

    13F-HR 0001172661-26-001762 filed by Buckley 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 57,864 shares
    Change vs previous 13F -583 shares

    4.94% of the 13F portfolio, value $18,644,938.

    13F-HR 0001172661-26-000641 filed by Buckley 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 58,447 shares
    Change vs previous 13F -503 shares

    5.05% of the 13F portfolio, value $18,435,937.

    13F-HR 0001172661-25-004929 filed by Buckley 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 58,950 shares
    Change vs previous 13F -2,071 shares

    5.11% of the 13F portfolio, value $17,090,195.

    13F-HR 0001172661-25-002989 filed by Buckley 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 61,021 shares
    Change vs previous 13F -2,166 shares

    4.66% of the 13F portfolio, value $14,968,451.

    13F-HR 0001172661-25-002084 filed by Buckley 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 63,187 shares
    Change vs previous 13F -647 shares

    4.64% of the 13F portfolio, value $15,146,556.

    13F-HR 0001730126-25-000003 filed by Buckley 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 63,834 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $13,460,037.

    13F-HR 0001085146-24-004994 filed by Buckley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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