Integris Wealth Management, LLC: JPM position timeline

Integris Wealth Management, LLC held 2,969 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,969 shares

   Change vs previous 13F +841 shares

   0.2% of the 13F portfolio, value $971,729.

   13F-HR 0002085853-26-000691 filed by Integris Wealth Management, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,128 shares

   Change vs previous 13F -165 shares

   0.14% of the 13F portfolio, value $626,109.

   13F-HR 0002085853-26-000341 filed by Integris Wealth Management, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,293 shares

   Change vs previous 13F -506 shares

   0.17% of the 13F portfolio, value $739,000.

   13F-HR 0002085853-26-000058 filed by Integris Wealth Management, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 2,799 shares

   Change vs previous 13F -29 shares

   0.21% of the 13F portfolio, value $883,035.

   13F-HR 0002085853-25-000091 filed by Integris Wealth Management, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 2,828 shares

   Change vs previous 13F +19 shares

   0.21% of the 13F portfolio, value $820,000.

   13F-HR 0001667731-25-000933 filed by Integris Wealth Management, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 2,809 shares

   Change vs previous 13F -96 shares

   0.2% of the 13F portfolio, value $689,161.

   13F-HR 0001667731-25-000494 filed by Integris Wealth Management, LLC
   Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 2,905 shares

   Change vs previous 13F +230 shares

   0.2% of the 13F portfolio, value $696,469.

   13F-HR 0001667731-25-000104 filed by Integris Wealth Management, LLC
   Filed 2025-01-23 (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).

8. period ended2024-09-30

   13F 2,675 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $564,051.

   13F-HR 0001750852-24-000005 filed by Integris Wealth Management, 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).