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DWR WEALTH MANAGEMENT, LLC: JPM position timeline

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

DWR WEALTH MANAGEMENT, LLC held 1,321 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,321 shares
    Change vs previous 13F +164 shares

    0.33% of the 13F portfolio, value $435,094.

    13F-HR 0001754960-26-000422 filed by DWR 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 1,157 shares
    Change vs previous 13F +11 shares

    0.29% of the 13F portfolio, value $328,217.

    13F-HR 0001754960-26-000199 filed by DWR 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 1,146 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $370,770.

    13F-HR 0001754960-26-000197 filed by DWR WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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