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Hobbs Wealth Management, LLC: JPM position timeline

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

Hobbs Wealth Management, LLC held 0 JPM shares at 2025-12-31 per its 13F-HR filed 2026-01-29.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,709 shares

    13F-HR 0002063364-26-000046 filed by Hobbs Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,709 shares
    Change vs previous 13F +195 shares

    0.45% of the 13F portfolio, value $539,070.

    13F-HR 0002063364-25-000268 filed by Hobbs Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,514 shares
    Change vs previous 13F +86 shares

    0.42% of the 13F portfolio, value $438,924.

    13F-HR 0002063364-25-000203 filed by Hobbs Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F/A 1,428 shares
    Change vs previous 13F +6 shares

    0.39% of the 13F portfolio, value $350,288.

    13F-HR/A 0002063364-25-000035 filed by Hobbs Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,422 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $340,868.

    13F-HR 0002019202-25-000003 filed by Hobbs Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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