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Disclosery

FULLCIRCLE WEALTH LLC: JPM position timeline

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

FULLCIRCLE WEALTH LLC held 9,702 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,702 shares
    Change vs previous 13F +319 shares

    1.06% of the 13F portfolio, value $3,000,289.

    13F-HR 0002030910-25-000007 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 9,383 shares
    Change vs previous 13F +65 shares

    1.03% of the 13F portfolio, value $2,760,941.

    13F-HR 0002030910-25-000005 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 9,318 shares
    Change vs previous 13F +795 shares

    0.93% of the 13F portfolio, value $2,266,356.

    13F-HR 0002030910-25-000003 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 8,523 shares
    Change vs previous 13F -243 shares

    0.96% of the 13F portfolio, value $2,355,112.

    13F-HR 0002030910-25-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,766 shares
    Change vs previous 13F +514 shares

    0.89% of the 13F portfolio, value $1,976,665.

    13F-HR 0002030910-24-000004 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,252 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,721,376.

    13F-HR 0002030910-24-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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