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Factor Wealth Management LTD: JPM position timeline

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

Factor Wealth Management LTD held 2,127 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,127 shares
    Change vs previous 13F -182 shares

    0.11% of the 13F portfolio, value $703,675.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,309 shares
    Change vs previous 13F -953 shares

    0.11% of the 13F portfolio, value $755,805.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,262 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $959,550.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,262 shares
    Change vs previous 13F -155 shares

    0.23% of the 13F portfolio, value $1,051,082.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,417 shares
    Change vs previous 13F +255 shares

    0.27% of the 13F portfolio, value $1,077,824.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 3,162 shares
    Change vs previous 13F +532 shares

    0.25% of the 13F portfolio, value $916,695.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,630 shares
    Change vs previous 13F -43 shares

    0.2% of the 13F portfolio, value $645,139.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,673 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $640,745.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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