Skip to content
Disclosery

LJI Wealth Management, LLC: JPM position timeline

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

LJI Wealth Management, LLC held 25,675 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 25,675 shares
    Change vs previous 13F +212 shares

    1.18% of the 13F portfolio, value $8,404,091.

    13F-HR 0001104659-26-089144 filed by LJI 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 25,463 shares
    Change vs previous 13F -1,811 shares

    1.2% of the 13F portfolio, value $7,490,126.

    13F-HR 0002085853-26-000559 filed by LJI 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 27,274 shares
    Change vs previous 13F +2,200 shares

    1.34% of the 13F portfolio, value $8,788,166.

    13F-HR 0002085853-26-000182 filed by LJI 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 25,074 shares
    Change vs previous 13F -2,301 shares

    1.38% of the 13F portfolio, value $7,909,091.

    13F-HR 0002085853-25-000182 filed by LJI 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 27,375 shares
    Change vs previous 13F -314 shares

    1.38% of the 13F portfolio, value $7,936,286.

    13F-HR 0001667731-25-001020 filed by LJI 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 27,689 shares
    Change vs previous 13F +61 shares

    1.35% of the 13F portfolio, value $6,792,112.

    13F-HR 0001667731-25-000572 filed by LJI 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 27,628 shares
    Change vs previous 13F -697 shares

    1.3% of the 13F portfolio, value $6,622,708.

    13F-HR 0001667731-25-000145 filed by LJI 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 28,325 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $5,972,610.

    13F-HR 0001988563-24-000008 filed by LJI Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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