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DEFINED WEALTH MANAGEMENT, LLC: JPM position timeline

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

DEFINED WEALTH MANAGEMENT, LLC held 7,705 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,705 shares
    Change vs previous 13F +71 shares

    1.3% of the 13F portfolio, value $2,522,078.

    13F-HR 0001849518-26-000005 filed by DEFINED 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 ended2026-03-31
    13F 7,634 shares
    Change vs previous 13F -22 shares

    1.32% of the 13F portfolio, value $2,245,617.

    13F-HR 0001849518-26-000004 filed by DEFINED 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 ended2025-12-31
    13F 7,656 shares
    Change vs previous 13F -745 shares

    1.42% of the 13F portfolio, value $2,466,916.

    13F-HR 0001849518-26-000001 filed by DEFINED 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 ended2025-09-30
    13F 8,401 shares
    Change vs previous 13F -264 shares

    1.54% of the 13F portfolio, value $2,649,927.

    13F-HR 0001849518-25-000007 filed by DEFINED 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 ended2025-06-30
    13F 8,665 shares
    Change vs previous 13F -17 shares

    1.55% of the 13F portfolio, value $2,512,070.

    13F-HR 0001831193-25-000006 filed by DEFINED 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 ended2025-03-31
    13F 8,682 shares
    Change vs previous 13F -271 shares

    1.43% of the 13F portfolio, value $2,129,695.

    13F-HR 0001849518-25-000003 filed by DEFINED 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 ended2024-12-31
    13F 8,953 shares
    Change vs previous 13F +60 shares

    1.42% of the 13F portfolio, value $2,146,124.

    13F-HR 0001849518-25-000001 filed by DEFINED 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 ended2024-09-30
    13F 8,893 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $1,875,178.

    13F-HR 0001975550-24-000010 filed by DEFINED WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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