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Castle Rock Wealth Management, LLC: JPM position timeline

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

Castle Rock Wealth Management, LLC held 15,781 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 15,781 shares
    Change vs previous 13F -2,933 shares

    0.98% of the 13F portfolio, value $5,228,043.

    13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,714 shares
    Change vs previous 13F +185 shares

    1.23% of the 13F portfolio, value $6,251,768.

    13F-HR 0001727605-26-000004 filed by Castle Rock 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 18,529 shares
    Change vs previous 13F +516 shares

    1.18% of the 13F portfolio, value $5,458,714.

    13F-HR 0001727605-26-000002 filed by Castle Rock 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 18,013 shares
    Change vs previous 13F +168 shares

    1.21% of the 13F portfolio, value $5,589,328.

    13F-HR 0001727605-26-000001 filed by Castle Rock 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 17,845 shares
    Change vs previous 13F +238 shares

    1.21% of the 13F portfolio, value $5,479,838.

    13F-HR 0001727605-25-000002 filed by Castle Rock 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 17,607 shares
    Change vs previous 13F +6,087 shares

    1.2% of the 13F portfolio, value $5,138,185.

    13F-HR 0001085146-25-004102 filed by Castle Rock 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 11,520 shares
    Change vs previous 13F +4 shares

    0.76% of the 13F portfolio, value $2,800,200.

    13F-HR 0001085146-25-001933 filed by Castle Rock 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 11,516 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,185,314.

    13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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