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Disclosery

Challenger Wealth Management: JPM position timeline

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

Challenger Wealth Management held 3,957 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,957 shares
    Change vs previous 13F -34 shares

    0.95% of the 13F portfolio, value $1,295,349.

    13F-HR 0002057602-26-000003 filed by Challenger Wealth Management
    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 3,991 shares
    Change vs previous 13F -10 shares

    0.94% of the 13F portfolio, value $1,174,133.

    13F-HR 0002057602-26-000002 filed by Challenger Wealth Management
    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 4,001 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $1,289,083.

    13F-HR 0002057602-26-000001 filed by Challenger Wealth Management
    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 4,001 shares
    Change vs previous 13F -453 shares

    0.99% of the 13F portfolio, value $1,262,135.

    13F-HR 0002057602-25-000006 filed by Challenger Wealth Management
    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 4,454 shares
    Change vs previous 13F -9 shares

    0.9% of the 13F portfolio, value $1,291,375.

    13F-HR 0002057602-25-000004 filed by Challenger Wealth Management
    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 4,463 shares
    Change vs previous 13F +528 shares

    0.87% of the 13F portfolio, value $1,094,767.

    13F-HR 0002057602-25-000003 filed by Challenger Wealth Management
    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 3,935 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $943,168.

    13F-HR 0002057602-25-000001 filed by Challenger Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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