Skip to content
Disclosery

Drucker Wealth 3.0, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Drucker Wealth 3.0, LLC on JPM, newest first. How the timeline and the estimate are built.

Drucker Wealth 3.0, LLC held 27,905 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,905 shares
    Change vs previous 13F +22 shares

    1.44% of the 13F portfolio, value $9,134,102.

    13F-HR 0002031642-26-000003 filed by Drucker Wealth 3.0, 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 27,883 shares
    Change vs previous 13F +75 shares

    1.43% of the 13F portfolio, value $8,202,007.

    13F-HR 0002031642-26-000002 filed by Drucker Wealth 3.0, 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 27,808 shares
    Change vs previous 13F -712 shares

    1.58% of the 13F portfolio, value $8,960,290.

    13F-HR 0002031642-26-000001 filed by Drucker Wealth 3.0, 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 28,520 shares
    Change vs previous 13F -2,277 shares

    1.6% of the 13F portfolio, value $8,996,034.

    13F-HR 0002031642-25-000007 filed by Drucker Wealth 3.0, 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 30,797 shares
    Change vs previous 13F -6,841 shares

    1.68% of the 13F portfolio, value $8,720,522.

    13F-HR 0002031642-25-000005 filed by Drucker Wealth 3.0, 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 37,638 shares
    Change vs previous 13F -1,170 shares

    2.03% of the 13F portfolio, value $9,232,650.

    13F-HR 0002031642-25-000004 filed by Drucker Wealth 3.0, 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/A 38,808 shares
    Change vs previous 13F -96 shares

    2.15% of the 13F portfolio, value $9,302,707.

    13F-HR/A 0002031642-25-000002 filed by Drucker Wealth 3.0, 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 38,904 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $8,203,398.

    13F-HR 0001835252-24-000004 filed by Drucker Wealth 3.0, LLC
    Filed (acceptance time not in the bulk data set), ingested

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