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Capital Advisors Wealth Management, LLC: JPM position timeline

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

Capital Advisors Wealth Management, LLC held 12,274 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 12,274 shares
    Change vs previous 13F +94 shares

    0.46% of the 13F portfolio, value $4,060,545.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,180 shares
    Change vs previous 13F +217 shares

    0.47% of the 13F portfolio, value $3,986,784.

    13F-HR 0001824700-26-000004 filed by Capital Advisors 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 ended2026-03-31
    13F 11,963 shares
    Change vs previous 13F +118 shares

    0.47% of the 13F portfolio, value $3,519,104.

    13F-HR 0001824700-26-000002 filed by Capital Advisors 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 ended2025-12-31
    13F 11,845 shares
    Change vs previous 13F +336 shares

    0.52% of the 13F portfolio, value $3,816,702.

    13F-HR 0001824700-26-000001 filed by Capital Advisors 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 ended2025-09-30
    13F 11,509 shares
    Change vs previous 13F -284 shares

    0.52% of the 13F portfolio, value $3,630,278.

    13F-HR 0001824700-25-000004 filed by Capital Advisors 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 ended2025-06-30
    13F 11,793 shares
    Change vs previous 13F -96 shares

    0.54% of the 13F portfolio, value $3,418,791.

    13F-HR 0001085146-25-005039 filed by Capital Advisors 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 ended2025-03-31
    13F 11,889 shares
    Change vs previous 13F +1,670 shares

    0.52% of the 13F portfolio, value $2,916,305.

    13F-HR 0001085146-25-002324 filed by Capital Advisors 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 ended2024-12-31
    13F 10,219 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $2,449,701.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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