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Disclosery

Bullock Wealth Management Group: JPM position timeline

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

Bullock Wealth Management Group held 8,840 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,840 shares
    Change vs previous 13F -501 shares

    1.22% of the 13F portfolio, value $2,945,353.

    13F-HR 0002067581-26-000013 filed by Bullock Wealth Management Group
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,341 shares
    Change vs previous 13F +1,856 shares

    1.35% of the 13F portfolio, value $3,120,588.

    13F-HR 0002067581-26-000001 filed by Bullock Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  3. period ended2026-03-31
    13F 7,485 shares
    Change vs previous 13F +425 shares

    1.11% of the 13F portfolio, value $2,211,067.

    13F-HR 0002067581-26-000004 filed by Bullock Wealth Management Group
    Accepted , ingested

  4. period ended2025-12-31
    13F 7,060 shares
    Change vs previous 13F +38 shares

    1.11% of the 13F portfolio, value $2,274,734.

    13F-HR 0002067581-26-000005 filed by Bullock Wealth Management Group
    Accepted , ingested

  5. period ended2025-09-30
    13F 7,022 shares
    Change vs previous 13F -85 shares

    1.09% of the 13F portfolio, value $2,181,670.

    13F-HR 0002067581-26-000006 filed by Bullock Wealth Management Group
    Accepted , ingested

  6. period ended2025-06-30
    13F 7,107 shares
    Change vs previous 13F -115 shares

    1.09% of the 13F portfolio, value $2,064,084.

    13F-HR 0002067581-26-000007 filed by Bullock Wealth Management Group
    Accepted , ingested

  7. period ended2025-03-31
    13F 7,222 shares
    Change vs previous 13F -849 shares

    0.98% of the 13F portfolio, value $1,759,630.

    13F-HR 0002067581-26-000008 filed by Bullock Wealth Management Group
    Accepted , ingested

  8. period ended2024-12-31
    13F 8,071 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,934,721.

    13F-HR 0002067581-26-000009 filed by Bullock Wealth Management Group
    Accepted , ingested