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Disclosery

ENZI WEALTH: JPM position timeline

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

ENZI WEALTH held 1,304 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,304 shares
    Change vs previous 13F -15 shares

    0.14% of the 13F portfolio, value $447,129.

    13F-HR 0001887441-26-000006 filed by ENZI WEALTH
    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 1,319 shares
    Change vs previous 13F -11 shares

    0.13% of the 13F portfolio, value $387,997.

    13F-HR 0001887441-26-000005 filed by ENZI WEALTH
    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 1,330 shares
    Change vs previous 13F +4 shares

    0.14% of the 13F portfolio, value $409,467.

    13F-HR 0001887441-26-000001 filed by ENZI WEALTH
    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 1,326 shares
    Change vs previous 13F +33 shares

    0.14% of the 13F portfolio, value $395,864.

    13F-HR 0001887441-25-000004 filed by ENZI WEALTH
    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 1,293 shares
    Change vs previous 13F +1 shares

    0.14% of the 13F portfolio, value $370,910.

    13F-HR 0001903153-25-000004 filed by ENZI WEALTH
    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 1,292 shares
    Change vs previous 13F -12 shares

    0.13% of the 13F portfolio, value $316,075.

    13F-HR 0001839445-25-000004 filed by ENZI WEALTH
    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 1,304 shares
    Change vs previous 13F +67 shares

    0.13% of the 13F portfolio, value $342,743.

    13F-HR 0001887441-25-000001 filed by ENZI WEALTH
    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 1,237 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $273,971.

    13F-HR 0001887441-24-000011 filed by ENZI WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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