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Disclosery

Connecticut Wealth Management, LLC: JPM position timeline

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

Connecticut Wealth Management, LLC held 27,242 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 27,242 shares
    Change vs previous 13F -4 shares

    0.33% of the 13F portfolio, value $9,012,536.

    13F-HR 0001689829-26-000004 filed by Connecticut Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 27,246 shares
    Change vs previous 13F -38 shares

    0.33% of the 13F portfolio, value $8,918,329.

    13F-HR 0001689829-26-000003 filed by Connecticut 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 27,284 shares
    Change vs previous 13F -1,664 shares

    0.34% of the 13F portfolio, value $8,025,781.

    13F-HR 0001214659-26-005373 filed by Connecticut 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 28,948 shares
    Change vs previous 13F +1,036 shares

    0.41% of the 13F portfolio, value $9,327,747.

    13F-HR 0001214659-26-001526 filed by Connecticut 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 27,912 shares
    Change vs previous 13F +4,241 shares

    0.39% of the 13F portfolio, value $8,804,186.

    13F-HR 0001214659-25-016356 filed by Connecticut 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 23,671 shares
    Change vs previous 13F -48 shares

    0.33% of the 13F portfolio, value $6,862,593.

    13F-HR 0001214659-25-012283 filed by Connecticut 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 23,719 shares
    Change vs previous 13F +742 shares

    0.3% of the 13F portfolio, value $5,818,178.

    13F-HR 0001689829-25-000002 filed by Connecticut 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 22,977 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,507,702.

    13F-HR 0001689829-25-000001 filed by Connecticut Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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