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Disclosery

LeClair Wealth Partners LLC: JPM position timeline

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

LeClair Wealth Partners LLC held 6,379 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,379 shares
    Change vs previous 13F +4,813 shares

    1.08% of the 13F portfolio, value $2,088,074.

    13F-HR 0001765380-26-000269 filed by LeClair Wealth Partners 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 1,566 shares
    Change vs previous 13F -4,821 shares

    0.16% of the 13F portfolio, value $460,566.

    13F-HR 0001765380-26-000162 filed by LeClair Wealth Partners 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 6,387 shares
    Change vs previous 13F +76 shares

    1.19% of the 13F portfolio, value $2,058,019.

    13F-HR 0001765380-26-000105 filed by LeClair Wealth Partners 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 6,311 shares
    Change vs previous 13F -1,179 shares

    1.24% of the 13F portfolio, value $1,990,679.

    13F-HR 0001765380-25-000465 filed by LeClair Wealth Partners 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 7,490 shares
    Change vs previous 13F -272 shares

    1.47% of the 13F portfolio, value $2,171,426.

    13F-HR 0001765380-25-000291 filed by LeClair Wealth Partners 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 7,762 shares
    Change vs previous 13F -658 shares

    1.37% of the 13F portfolio, value $1,904,019.

    13F-HR 0001765380-25-000227 filed by LeClair Wealth Partners 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 8,420 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,018,358.

    13F-HR 0001765380-25-000117 filed by LeClair Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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