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Forvis Mazars Wealth Advisors, LLC: JPM position timeline

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

Forvis Mazars Wealth Advisors, LLC held 63,124 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 63,124 shares
    Change vs previous 13F -2,538 shares

    0.34% of the 13F portfolio, value $20,883,225.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 65,662 shares
    Change vs previous 13F +25 shares

    0.36% of the 13F portfolio, value $21,493,147.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
    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 65,637 shares
    Change vs previous 13F -832 shares

    0.37% of the 13F portfolio, value $19,307,839.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
    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 66,469 shares
    Change vs previous 13F +702 shares

    0.4% of the 13F portfolio, value $21,417,801.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
    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 65,767 shares
    Change vs previous 13F -520 shares

    0.41% of the 13F portfolio, value $20,745,032.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
    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 66,287 shares
    Change vs previous 13F +313 shares

    0.41% of the 13F portfolio, value $19,217,208.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    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 65,974 shares
    Change vs previous 13F +3,145 shares

    0.39% of the 13F portfolio, value $16,183,423.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    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 62,829 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $15,060,733.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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