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ICA Group Wealth Management, LLC: JPM position timeline

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

ICA Group Wealth Management, LLC held 741 JPM shares at 2024-06-30 per its 13F-HR filed 2024-08-08.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 741 shares
    Change vs previous 13F -5,527 shares

    0.09% of the 13F portfolio, value $149,874.

    13F-HR 0001944579-24-000003 filed by ICA Group 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 ended2024-03-31
    13F 6,268 shares
    Change vs previous 13F +118 shares

    0.25% of the 13F portfolio, value $1,255,440.

    13F-HR 0001944579-24-000002 filed by ICA Group 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 ended2023-12-31
    13F 6,150 shares
    Change vs previous 13F +260 shares

    0.23% of the 13F portfolio, value $1,046,114.

    13F-HR 0001944579-24-000001 filed by ICA Group 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 ended2023-09-30
    13F 5,890 shares
    Change vs previous 13F -159 shares

    0.24% of the 13F portfolio, value $853,810.

    13F-HR 0001172661-23-003785 filed by ICA Group 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 ended2023-06-30
    13F 6,049 shares
    Change vs previous 13F -18,052 shares

    0.22% of the 13F portfolio, value $879,787.

    13F-HR 0001944579-23-000003 filed by ICA Group 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 ended2023-03-31
    13F 24,101 shares
    Change vs previous 13F +322 shares

    0.75% of the 13F portfolio, value $3,140,651.

    13F-HR 0001944579-23-000002 filed by ICA Group 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 ended2022-12-31
    13F 23,779 shares
    Change vs previous 13F -2,746 shares

    0.75% of the 13F portfolio, value $3,190,097.

    13F-HR 0001944579-23-000001 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 26,525 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,772,000.

    13F-HR 0001944579-22-000006 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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