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HRC WEALTH MANAGEMENT, LLC: JPM position timeline

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

HRC WEALTH MANAGEMENT, LLC held 1,007 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,007 shares
    Change vs previous 13F +11 shares

    0.13% of the 13F portfolio, value $329,522.

    13F-HR 0001172661-26-002576 filed by HRC WEALTH MANAGEMENT, 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 996 shares
    Change vs previous 13F -16 shares

    0.14% of the 13F portfolio, value $293,085.

    13F-HR 0001172661-26-001695 filed by HRC 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 ended2025-12-31
    13F 1,012 shares
    Change vs previous 13F +25 shares

    0.16% of the 13F portfolio, value $326,084.

    13F-HR 0001172661-26-000243 filed by HRC 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 ended2025-09-30
    13F 987 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $311,254.

    13F-HR 0001172661-25-004294 filed by HRC 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 ended2025-06-30
    13F 987 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $286,007.

    13F-HR 0001172661-25-002668 filed by HRC WEALTH MANAGEMENT, 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 986 shares
    Change vs previous 13F +28 shares

    0.15% of the 13F portfolio, value $241,962.

    13F-HR 0001172661-25-001722 filed by HRC WEALTH MANAGEMENT, 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 958 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $229,708.

    13F-HR 0001172661-25-000686 filed by HRC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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