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Disclosery

LMG Wealth Partners, LLC: JPM position timeline

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

LMG Wealth Partners, LLC held 13,142 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,142 shares
    Change vs previous 13F -189 shares

    0.69% of the 13F portfolio, value $4,301,627.

    13F-HR 0001951757-26-001238 filed by LMG 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 13,331 shares
    Change vs previous 13F +23 shares

    0.71% of the 13F portfolio, value $3,921,399.

    13F-HR 0001951757-26-000637 filed by LMG 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 13,308 shares
    Change vs previous 13F +22 shares

    0.8% of the 13F portfolio, value $4,288,057.

    13F-HR 0001951757-26-000338 filed by LMG 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 13,286 shares
    Change vs previous 13F +21 shares

    0.78% of the 13F portfolio, value $4,190,953.

    13F-HR 0001951757-25-001389 filed by LMG 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 13,265 shares
    Change vs previous 13F +219 shares

    0.79% of the 13F portfolio, value $3,845,629.

    13F-HR 0001951757-25-000995 filed by LMG 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 13,046 shares
    Change vs previous 13F +1 shares

    0.71% of the 13F portfolio, value $3,200,067.

    13F-HR 0001951757-25-000493 filed by LMG 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 13,045 shares
    Change vs previous 13F +91 shares

    0.68% of the 13F portfolio, value $3,127,090.

    13F-HR 0001951757-25-000167 filed by LMG Wealth Partners, 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 12,954 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,731,496.

    13F-HR 0001951757-24-001106 filed by LMG Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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