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IHT Wealth Management, LLC: JPM position timeline

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

IHT Wealth Management, LLC held 73,319 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,319 shares
    Change vs previous 13F +965 shares

    0.51% of the 13F portfolio, value $23,999,328.

    13F-HR 0001104659-26-096531 filed by IHT 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 72,354 shares
    Change vs previous 13F +5,133 shares

    0.49% of the 13F portfolio, value $21,283,612.

    13F-HR 0001104659-26-061899 filed by IHT 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 67,221 shares
    Change vs previous 13F +415 shares

    0.53% of the 13F portfolio, value $21,659,823.

    13F-HR 0001104659-26-016011 filed by IHT 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 66,806 shares
    Change vs previous 13F -945 shares

    0.53% of the 13F portfolio, value $21,073,256.

    13F-HR 0001104659-25-112424 filed by IHT 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 67,751 shares
    Change vs previous 13F +3,982 shares

    0.54% of the 13F portfolio, value $19,641,658.

    13F-HR 0001104659-25-078291 filed by IHT 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 63,769 shares
    Change vs previous 13F +6,766 shares

    0.49% of the 13F portfolio, value $15,646,138.

    13F-HR 0001104659-25-049059 filed by IHT 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 57,003 shares
    Change vs previous 13F -10,794 shares

    0.44% of the 13F portfolio, value $13,664,181.

    13F-HR 0001104659-25-013520 filed by IHT 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 ended2024-09-30
    13F 67,797 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $14,256,578.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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