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FSM Wealth Advisors, LLC: JPM position timeline

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

FSM Wealth Advisors, LLC held 15,592 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,592 shares
    Change vs previous 13F +854 shares

    0.55% of the 13F portfolio, value $5,103,719.

    13F-HR 0001942548-26-000003 filed by FSM Wealth Advisors, LLC
    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 14,738 shares
    Change vs previous 13F +240 shares

    0.56% of the 13F portfolio, value $4,335,305.

    13F-HR 0001942548-26-000002 filed by FSM 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 ended2025-12-31
    13F 14,498 shares
    Change vs previous 13F -1,920 shares

    0.64% of the 13F portfolio, value $4,671,423.

    13F-HR 0001942548-26-000001 filed by FSM 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 ended2025-09-30
    13F 16,418 shares
    Change vs previous 13F +956 shares

    0.73% of the 13F portfolio, value $5,178,641.

    13F-HR 0001942548-25-000007 filed by FSM 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 ended2025-06-30
    13F 15,462 shares
    Change vs previous 13F +4,559 shares

    0.73% of the 13F portfolio, value $4,514,412.

    13F-HR 0001942548-25-000006 filed by FSM 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 ended2025-03-31
    13F 10,903 shares
    Change vs previous 13F +625 shares

    0.6% of the 13F portfolio, value $2,674,385.

    13F-HR 0001942548-25-000001 filed by FSM 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 ended2024-12-31
    13F 10,278 shares
    Change vs previous 13F +366 shares

    0.64% of the 13F portfolio, value $2,613,455.

    13F-HR 0001767699-25-000002 filed by FSM 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 ended2024-09-30
    13F 9,912 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,090,022.

    13F-HR 0001767699-24-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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