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Disclosery

EPG Wealth Management LLC: JPM position timeline

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

EPG Wealth Management LLC held 23,059 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,059 shares
    Change vs previous 13F +2,246 shares

    1.81% of the 13F portfolio, value $7,547,834.

    13F-HR 0001398344-26-012859 filed by EPG 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 20,813 shares
    Change vs previous 13F +155 shares

    1.66% of the 13F portfolio, value $6,122,456.

    13F-HR 0001398344-26-008638 filed by EPG 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 20,658 shares
    Change vs previous 13F +561 shares

    1.79% of the 13F portfolio, value $6,656,417.

    13F-HR 0001398344-26-001448 filed by EPG Wealth Management 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 20,097 shares
    Change vs previous 13F -849 shares

    1.75% of the 13F portfolio, value $6,339,080.

    13F-HR 0001398344-25-020156 filed by EPG Wealth Management 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 20,946 shares
    Change vs previous 13F -2,515 shares

    1.82% of the 13F portfolio, value $6,072,444.

    13F-HR 0001398344-25-014488 filed by EPG Wealth Management 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 23,461 shares
    Change vs previous 13F -1,523 shares

    1.6% of the 13F portfolio, value $5,754,822.

    13F-HR 0001398344-25-009249 filed by EPG Wealth Management 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 24,984 shares
    Change vs previous 13F -1,778 shares

    1.58% of the 13F portfolio, value $5,989,070.

    13F-HR 0001398344-25-002786 filed by EPG Wealth Management 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 26,762 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $5,643,117.

    13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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