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Disclosery

Facet Wealth, Inc.: JPM position timeline

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

Facet Wealth, Inc. held 13,688 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,688 shares
    Change vs previous 13F +3,313 shares

    0.06% of the 13F portfolio, value $4,480,412.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, Inc.
    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 10,375 shares
    Change vs previous 13F +1,929 shares

    0.05% of the 13F portfolio, value $3,051,837.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, Inc.
    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 8,446 shares
    Change vs previous 13F +2,448 shares

    0.04% of the 13F portfolio, value $2,540,229.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, Inc.
    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 5,998 shares
    Change vs previous 13F +938 shares

    0.04% of the 13F portfolio, value $1,892,003.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, Inc.
    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 5,060 shares
    Change vs previous 13F +1,529 shares

    0.03% of the 13F portfolio, value $1,499,090.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, Inc.
    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 3,531 shares
    Change vs previous 13F +455 shares

    0.02% of the 13F portfolio, value $891,789.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, Inc.
    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 3,076 shares
    Change vs previous 13F +56 shares

    0.02% of the 13F portfolio, value $848,319.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, Inc.
    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 3,020 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $673,216.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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