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Focused Wealth Management, Inc: JPM position timeline

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

Focused Wealth Management, Inc held 15,973 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,973 shares
    Change vs previous 13F +488 shares

    0.46% of the 13F portfolio, value $5,228,326.

    13F-HR 0002085853-26-000947 filed by Focused 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 15,485 shares
    Change vs previous 13F +4,545 shares

    0.48% of the 13F portfolio, value $4,555,146.

    13F-HR 0002085853-26-000415 filed by Focused 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 10,940 shares
    Change vs previous 13F +133 shares

    0.37% of the 13F portfolio, value $3,525,019.

    13F-HR 0002085853-26-000135 filed by Focused 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 10,807 shares
    Change vs previous 13F +100 shares

    0.37% of the 13F portfolio, value $3,408,923.

    13F-HR 0002085853-25-000057 filed by Focused 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 10,707 shares
    Change vs previous 13F +296 shares

    0.38% of the 13F portfolio, value $3,104,111.

    13F-HR 0001667731-25-000798 filed by Focused 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 10,411 shares
    Change vs previous 13F +288 shares

    0.35% of the 13F portfolio, value $2,553,765.

    13F-HR 0001667731-25-000566 filed by Focused 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 10,123 shares
    Change vs previous 13F +45 shares

    0.33% of the 13F portfolio, value $2,426,467.

    13F-HR 0001667731-25-000144 filed by Focused 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 10,078 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,124,983.

    13F-HR 0001586052-24-000004 filed by Focused Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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