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Caliber Wealth Management, LLC / KS: JPM position timeline

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

Caliber Wealth Management, LLC / KS held 23,778 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,778 shares
    Change vs previous 13F -36 shares

    0.75% of the 13F portfolio, value $7,783,380.

    13F-HR 0002067120-26-000009 filed by Caliber Wealth Management, LLC / KS
    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 23,814 shares
    Change vs previous 13F +434 shares

    0.77% of the 13F portfolio, value $7,005,006.

    13F-HR 0002067120-26-000005 filed by Caliber Wealth Management, LLC / KS
    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 23,380 shares
    Change vs previous 13F -557 shares

    0.81% of the 13F portfolio, value $7,533,563.

    13F-HR 0002067120-26-000003 filed by Caliber Wealth Management, LLC / KS
    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 23,937 shares
    Change vs previous 13F -2,991 shares

    0.84% of the 13F portfolio, value $7,550,507.

    13F-HR 0002067120-25-000004 filed by Caliber Wealth Management, LLC / KS
    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 26,928 shares
    Change vs previous 13F +283 shares

    0.84% of the 13F portfolio, value $7,806,597.

    13F-HR 0001085146-25-004333 filed by Caliber Wealth Management, LLC / KS
    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 26,645 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $6,535,959.

    13F-HR 0001085146-25-002672 filed by Caliber Wealth Management, LLC / KS
    Filed (acceptance time not in the bulk data set), ingested

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