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Kingsview Wealth Management, LLC: JPM position timeline

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

Kingsview Wealth Management, LLC held 150,478 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-19.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,478 shares
    Change vs previous 13F -3,660 shares

    0.6% of the 13F portfolio, value $49,255,812.

    13F-HR 0001791965-26-000005 filed by Kingsview 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 154,138 shares
    Change vs previous 13F +15,332 shares

    0.62% of the 13F portfolio, value $45,341,379.

    13F-HR 0001791965-26-000003 filed by Kingsview 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 138,806 shares
    Change vs previous 13F +6,363 shares

    0.64% of the 13F portfolio, value $44,726,078.

    13F-HR 0001791965-26-000001 filed by Kingsview 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 132,443 shares
    Change vs previous 13F +7,385 shares

    0.64% of the 13F portfolio, value $41,776,644.

    13F-HR 0001791965-25-000007 filed by Kingsview 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 125,058 shares
    Change vs previous 13F +885 shares

    0.61% of the 13F portfolio, value $36,255,679.

    13F-HR 0001791965-25-000005 filed by Kingsview 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 124,173 shares
    Change vs previous 13F +1,795 shares

    0.57% of the 13F portfolio, value $30,459,620.

    13F-HR 0001791965-25-000004 filed by Kingsview 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 122,378 shares
    Change vs previous 13F +4,283 shares

    0.57% of the 13F portfolio, value $29,335,255.

    13F-HR 0001791965-25-000001 filed by Kingsview 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 118,095 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $24,901,613.

    13F-HR 0001791965-24-000008 filed by Kingsview Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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