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Disclosery

Finer Wealth Management, Inc.: JPM position timeline

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

Finer Wealth Management, Inc. held 21,352 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,352 shares
    Change vs previous 13F +180 shares

    3.12% of the 13F portfolio, value $6,989,223.

    13F-HR 0001929071-26-000004 filed by Finer Wealth Management, 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 21,172 shares
    Change vs previous 13F -419 shares

    3.14% of the 13F portfolio, value $6,228,007.

    13F-HR 0001929071-26-000002 filed by Finer Wealth Management, 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 21,591 shares
    Change vs previous 13F +388 shares

    3.37% of the 13F portfolio, value $6,957,096.

    13F-HR 0001929071-26-000001 filed by Finer Wealth Management, 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 21,203 shares
    Change vs previous 13F +66 shares

    3.33% of the 13F portfolio, value $6,688,047.

    13F-HR 0001929071-25-000002 filed by Finer Wealth Management, 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 21,137 shares
    Change vs previous 13F +357 shares

    3.28% of the 13F portfolio, value $6,127,911.

    13F-HR 0001221073-25-000078 filed by Finer Wealth Management, 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 20,780 shares
    Change vs previous 13F +347 shares

    3.05% of the 13F portfolio, value $5,097,450.

    13F-HR 0001221073-25-000054 filed by Finer Wealth Management, 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 20,433 shares
    Change vs previous 13F +529 shares

    2.81% of the 13F portfolio, value $4,897,931.

    13F-HR 0001221073-25-000035 filed by Finer Wealth Management, 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 19,904 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $4,196,927.

    13F-HR 0001221073-24-000101 filed by Finer Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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