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Disclosery

LFG Wealth Partners, LLC: JPM position timeline

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

LFG Wealth Partners, LLC held 12,635 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,635 shares
    Change vs previous 13F +1,354 shares

    1.94% of the 13F portfolio, value $4,135,966.

    13F-HR 0002085853-26-000932 filed by LFG 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 11,281 shares
    Change vs previous 13F +1,422 shares

    2% of the 13F portfolio, value $3,318,418.

    13F-HR 0002085853-26-000624 filed by LFG 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 9,859 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $3,176,631.

    13F-HR 0002085853-26-000266 filed by LFG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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