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Disclosery

Councilor Wealth, LLC: JPM position timeline

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

Councilor Wealth, LLC held 1,997 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 1,997 shares
    Change vs previous 13F -154 shares

    0.27% of the 13F portfolio, value $660,790.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,151 shares
    Change vs previous 13F +139 shares

    0.28% of the 13F portfolio, value $704,179.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, 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 2,012 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $591,903.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, 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 2,012 shares
    Change vs previous 13F -58 shares

    0.31% of the 13F portfolio, value $648,333.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, 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 2,070 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $652,816.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, 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 2,069 shares
    Change vs previous 13F -127 shares

    0.28% of the 13F portfolio, value $599,867.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, 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 2,196 shares
    Change vs previous 13F +439 shares

    0.27% of the 13F portfolio, value $538,892.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, 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 1,757 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $421,247.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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