Skip to content
Disclosery

Leo Wealth, LLC: JPM position timeline

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

Leo Wealth, LLC held 7,847 JPM shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,847 shares
    Change vs previous 13F -772 shares

    0.17% of the 13F portfolio, value $2,308,368.

    13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 8,619 shares
    Change vs previous 13F +3,816 shares

    0.2% of the 13F portfolio, value $2,777,315.

    13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 4,803 shares
    Change vs previous 13F -4,950 shares

    0.2% of the 13F portfolio, value $1,515,113.

    13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 9,753 shares
    Change vs previous 13F +4,358 shares

    0.22% of the 13F portfolio, value $2,817,786.

    13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,395 shares
    Change vs previous 13F -3,163 shares

    0.19% of the 13F portfolio, value $1,323,330.

    13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 8,558 shares
    Change vs previous 13F +94 shares

    0.18% of the 13F portfolio, value $2,051,529.

    13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,464 shares
    Change vs previous 13F -1,038 shares

    0.16% of the 13F portfolio, value $1,784,696.

    13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 9,502 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,936,127.

    13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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