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Disclosery

HORAN Wealth, LLC: JPM position timeline

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

HORAN Wealth, LLC held 35,981 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 35,981 shares
    Change vs previous 13F +529 shares

    1.47% of the 13F portfolio, value $11,777,689.

    13F-HR/A 0002072569-26-000007 filed by HORAN 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 ended2026-03-31
    13F 35,452 shares
    Change vs previous 13F -45 shares

    1.01% of the 13F portfolio, value $10,588,678.

    13F-HR 0002072569-26-000003 filed by HORAN 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 ended2025-12-31
    13F 35,497 shares
    Change vs previous 13F +137 shares

    1.76% of the 13F portfolio, value $11,437,879.

    13F-HR 0002072569-26-000001 filed by HORAN 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 ended2025-09-30
    13F 35,360 shares
    Change vs previous 13F +4,646 shares

    1.76% of the 13F portfolio, value $11,153,373.

    13F-HR 0002072569-25-000001 filed by HORAN 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 ended2025-06-30
    13F 30,714 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $8,904,302.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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