Skip to content
Disclosery

FSM Wealth Advisors, LLC: JPME position timeline

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

FSM Wealth Advisors, LLC held 10,064 JPME 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 10,064 shares
    Change vs previous 13F -68 shares

    0.13% of the 13F portfolio, value $1,250,056.

    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 10,132 shares
    Change vs previous 13F +92 shares

    0.15% of the 13F portfolio, value $1,160,402.

    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 10,040 shares
    Change vs previous 13F -497 shares

    0.15% of the 13F portfolio, value $1,090,985.

    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 10,537 shares
    Change vs previous 13F -314 shares

    0.16% of the 13F portfolio, value $1,142,630.

    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 10,851 shares
    Change vs previous 13F +2,680 shares

    0.18% of the 13F portfolio, value $1,137,341.

    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 8,171 shares
    Change vs previous 13F +5,001 shares

    0.18% of the 13F portfolio, value $821,775.

    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 3,170 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $335,098.

    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 3,170 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $332,977.

    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).