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Disclosery

Dechtman Wealth Management, LLC: JPM position timeline

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

Dechtman Wealth Management, LLC held 5,855 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,855 shares
    Change vs previous 13F +26 shares

    0.27% of the 13F portfolio, value $1,403,485.

    13F-HR 0001992316-25-000001 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5,829 shares
    Change vs previous 13F +128 shares

    0.25% of the 13F portfolio, value $1,229,042.

    13F-HR 0001992316-24-000007 filed by Dechtman 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 ended2024-06-30
    13F 5,701 shares
    Change vs previous 13F +31 shares

    0.26% of the 13F portfolio, value $1,153,000.

    13F-HR 0001992316-24-000004 filed by Dechtman 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 ended2024-03-31
    13F/A 5,670 shares
    Change vs previous 13F +453 shares

    0.26% of the 13F portfolio, value $1,135,610.

    13F-HR/A 0001992316-24-000003 filed by Dechtman 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 ended2023-12-31
    13F 5,217 shares
    Change vs previous 13F -274 shares

    0.23% of the 13F portfolio, value $887,000.

    13F-HR 0001992316-24-000001 filed by Dechtman 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 ended2023-09-30
    13F 5,491 shares
    Change vs previous 13F +35 shares

    0.24% of the 13F portfolio, value $796,000.

    13F-HR 0001992316-23-000004 filed by Dechtman 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 ended2023-06-30
    13F 5,456 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $793,490.

    13F-HR 0001992316-23-000003 filed by Dechtman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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