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Disclosery

FAS Wealth Partners, Inc.: JPM position timeline

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

FAS Wealth Partners, Inc. held 46,254 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,254 shares
    Change vs previous 13F +2,727 shares

    0.79% of the 13F portfolio, value $15,140,275.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, 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 43,527 shares
    Change vs previous 13F +1,794 shares

    0.8% of the 13F portfolio, value $12,803,813.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, 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 41,733 shares
    Change vs previous 13F +2,095 shares

    0.87% of the 13F portfolio, value $13,447,249.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, 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 39,638 shares
    Change vs previous 13F +656 shares

    0.85% of the 13F portfolio, value $12,503,121.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, 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 38,982 shares
    Change vs previous 13F +2,770 shares

    0.84% of the 13F portfolio, value $11,301,279.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, 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 36,212 shares
    Change vs previous 13F +770 shares

    0.72% of the 13F portfolio, value $8,882,784.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, 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 35,442 shares
    Change vs previous 13F +579 shares

    0.71% of the 13F portfolio, value $8,495,736.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, 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 34,863 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $7,351,127.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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