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Disclosery

JGP Wealth Management, LLC: JPM position timeline

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

JGP Wealth Management, LLC held 81,331 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,331 shares
    Change vs previous 13F +893 shares

    2.39% of the 13F portfolio, value $26,622,084.

    13F-HR 0001748278-26-000004 filed by JGP 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 80,438 shares
    Change vs previous 13F -1,285 shares

    2.46% of the 13F portfolio, value $23,661,736.

    13F-HR 0001748278-26-000003 filed by JGP 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 81,723 shares
    Change vs previous 13F +246 shares

    2.74% of the 13F portfolio, value $26,332,780.

    13F-HR 0001748278-26-000002 filed by JGP 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 81,477 shares
    Change vs previous 13F -333 shares

    2.78% of the 13F portfolio, value $25,058,361.

    13F-HR 0001748278-25-000004 filed by JGP 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 81,810 shares
    Change vs previous 13F +119 shares

    2.87% of the 13F portfolio, value $23,717,420.

    13F-HR 0001085146-25-004190 filed by JGP 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 81,691 shares
    Change vs previous 13F -10,696 shares

    2.64% of the 13F portfolio, value $20,038,809.

    13F-HR 0001085146-25-001945 filed by JGP 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 92,387 shares
    Change vs previous 13F +631 shares

    2.86% of the 13F portfolio, value $22,146,010.

    13F-HR 0001085146-25-000202 filed by JGP 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 91,756 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $19,347,687.

    13F-HR 0001085146-24-004751 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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