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Disclosery

Linscomb Wealth, Inc.: JPM position timeline

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

Linscomb Wealth, Inc. held 70,170 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,170 shares
    Change vs previous 13F -6,397 shares

    1% of the 13F portfolio, value $22,968,771.

    13F-HR 0001172661-26-003004 filed by Linscomb Wealth, Inc.
    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 76,567 shares
    Change vs previous 13F -19,484 shares

    1% of the 13F portfolio, value $22,522,847.

    13F-HR 0001172661-26-001653 filed by Linscomb Wealth, Inc.
    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 96,051 shares
    Change vs previous 13F -988 shares

    1.3% of the 13F portfolio, value $30,949,611.

    13F-HR 0001172661-26-000549 filed by Linscomb Wealth, Inc.
    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 97,039 shares
    Change vs previous 13F -8,969 shares

    1.32% of the 13F portfolio, value $30,609,068.

    13F-HR 0001172661-25-004582 filed by Linscomb Wealth, Inc.
    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 106,008 shares
    Change vs previous 13F +1,039 shares

    1.41% of the 13F portfolio, value $30,732,917.

    13F-HR 0001172661-25-002865 filed by Linscomb Wealth, Inc.
    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 104,969 shares
    Change vs previous 13F -2,840 shares

    1.28% of the 13F portfolio, value $25,749,011.

    13F-HR 0001172661-25-001697 filed by Linscomb Wealth, Inc.
    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 107,809 shares
    Change vs previous 13F -104 shares

    1.29% of the 13F portfolio, value $25,842,972.

    13F-HR 0001172661-25-000505 filed by Linscomb Wealth, Inc.
    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 107,913 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $22,754,617.

    13F-HR 0001172661-24-004484 filed by Linscomb Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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