Skip to content
Disclosery

EARNED WEALTH ADVISORS, LLC: JPM position timeline

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

EARNED WEALTH ADVISORS, LLC held 23,519 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,519 shares
    Change vs previous 13F -4,232 shares

    0.5% of the 13F portfolio, value $7,698,399.

    13F-HR 0001905663-26-000006 filed by EARNED WEALTH ADVISORS, 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 27,751 shares
    Change vs previous 13F -61 shares

    0.55% of the 13F portfolio, value $8,163,140.

    13F-HR 0001905663-26-000005 filed by EARNED WEALTH ADVISORS, 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/A 27,812 shares
    Change vs previous 13F +17,572 shares

    0.64% of the 13F portfolio, value $8,961,613.

    13F-HR/A 0001905663-26-000002 filed by EARNED WEALTH ADVISORS, 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 10,240 shares
    Change vs previous 13F +538 shares

    0.53% of the 13F portfolio, value $3,230,137.

    13F-HR 0001905663-25-000009 filed by EARNED WEALTH ADVISORS, 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 9,702 shares
    Change vs previous 13F +463 shares

    0.55% of the 13F portfolio, value $2,812,786.

    13F-HR 0001905663-25-000007 filed by EARNED WEALTH ADVISORS, 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 9,239 shares
    Change vs previous 13F +6,242 shares

    0.5% of the 13F portfolio, value $2,266,386.

    13F-HR 0001905663-25-000005 filed by EARNED WEALTH ADVISORS, 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 2,997 shares
    Change vs previous 13F +399 shares

    0.23% of the 13F portfolio, value $718,452.

    13F-HR 0001905663-25-000001 filed by EARNED WEALTH ADVISORS, 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 2,598 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $547,850.

    13F-HR 0001905663-24-000003 filed by EARNED WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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