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Independent Solutions Wealth Management, LLC: JPM position timeline

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

Independent Solutions Wealth Management, LLC held 5,680 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,680 shares
    Change vs previous 13F -4,443 shares

    0.24% of the 13F portfolio, value $1,859,225.

    13F-HR 0001818391-26-000003 filed by Independent Solutions 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 10,123 shares
    Change vs previous 13F +4,670 shares

    0.44% of the 13F portfolio, value $2,977,773.

    13F-HR 0001818391-26-000002 filed by Independent Solutions 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 5,453 shares
    Change vs previous 13F -4,672 shares

    0.32% of the 13F portfolio, value $1,757,056.

    13F-HR 0001818391-26-000001 filed by Independent Solutions 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 10,125 shares
    Change vs previous 13F +1,039 shares

    0.57% of the 13F portfolio, value $3,193,720.

    13F-HR 0001818391-25-000002 filed by Independent Solutions 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 9,086 shares
    Change vs previous 13F +719 shares

    0.51% of the 13F portfolio, value $2,634,114.

    13F-HR 0001085146-25-004052 filed by Independent Solutions 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 8,367 shares
    Change vs previous 13F -524 shares

    0.46% of the 13F portfolio, value $2,052,418.

    13F-HR 0001085146-25-002266 filed by Independent Solutions 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 8,891 shares
    Change vs previous 13F +29 shares

    0.47% of the 13F portfolio, value $2,131,255.

    13F-HR 0001085146-25-000983 filed by Independent Solutions 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 8,862 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,868,635.

    13F-HR 0001085146-24-006074 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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