Householder Group Estate & Retirement Specialist, LLC: JPM position timeline

Householder Group Estate & Retirement Specialist, LLC held 1,525 JPM shares at 2024-12-31 per its 13F-HR filed 2025-01-15.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 1,525 shares

   Change vs previous 13F -6,036 shares

   0.27% of the 13F portfolio, value $365,000.

   13F-HR 0001881590-25-000001 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

2. period ended2024-09-30

   13F 7,561 shares

   Change vs previous 13F -1,506 shares

   0.46% of the 13F portfolio, value $1,594,000.

   13F-HR 0001881590-24-000005 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

3. period ended2024-06-30

   13F 9,067 shares

   Change vs previous 13F +545 shares

   0.51% of the 13F portfolio, value $1,834,000.

   13F-HR 0001881590-24-000003 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-07-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F 8,522 shares

   Change vs previous 13F -383 shares

   0.51% of the 13F portfolio, value $1,706,958.

   13F-HR 0001881590-24-000002 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-05-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 8,905 shares

   Change vs previous 13F +630 shares

   0.5% of the 13F portfolio, value $1,514,000.

   13F-HR 0001881590-24-000001 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 8,275 shares

   Change vs previous 13F +1,000 shares

   0.43% of the 13F portfolio, value $1,200,126.

   13F-HR 0001881590-23-000005 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-03-31

   13F 7,275 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $948,000.

   13F-HR 0001881590-23-000002 filed by Householder Group Estate & Retirement Specialist, LLC
   Filed 2023-04-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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