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EADS & HEALD WEALTH MANAGEMENT: JPM position timeline

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

EADS & HEALD WEALTH MANAGEMENT held 10,618 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,618 shares
    Change vs previous 13F -829 shares

    1.7% of the 13F portfolio, value $3,475,590.

    13F-HR 0001035912-26-000003 filed by EADS & HEALD WEALTH MANAGEMENT
    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 11,447 shares
    Change vs previous 13F -192 shares

    1.68% of the 13F portfolio, value $3,367,132.

    13F-HR 0001035912-26-000002 filed by EADS & HEALD WEALTH MANAGEMENT
    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 11,639 shares
    Change vs previous 13F -326 shares

    1.81% of the 13F portfolio, value $3,750,190.

    13F-HR 0001035912-26-000001 filed by EADS & HEALD WEALTH MANAGEMENT
    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 11,965 shares
    Change vs previous 13F -551 shares

    1.8% of the 13F portfolio, value $3,774,000.

    13F-HR 0001035912-25-000008 filed by EADS & HEALD WEALTH MANAGEMENT
    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 12,516 shares
    Change vs previous 13F -801 shares

    1.79% of the 13F portfolio, value $3,628,000.

    13F-HR 0001035912-25-000006 filed by EADS & HEALD WEALTH MANAGEMENT
    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 13,317 shares
    Change vs previous 13F -588 shares

    1.66% of the 13F portfolio, value $3,267,000.

    13F-HR 0001035912-25-000003 filed by EADS & HEALD WEALTH MANAGEMENT
    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 13,905 shares
    Change vs previous 13F -628 shares

    1.64% of the 13F portfolio, value $3,333,000.

    13F-HR 0001035912-25-000001 filed by EADS & HEALD WEALTH MANAGEMENT
    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 14,533 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $3,064,000.

    13F-HR 0001035912-24-000006 filed by EADS & HEALD WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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