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Disclosery

MAIMON WEALTH MANAGEMENT LTD.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAIMON WEALTH MANAGEMENT LTD. on JPM, newest first. How the timeline and the estimate are built.

MAIMON WEALTH MANAGEMENT LTD. held 0 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,016 shares

    13F-HR 0001951757-26-001049 filed by MAIMON WEALTH MANAGEMENT LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 3,016 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $855,850.

    13F-HR 0001951757-26-000801 filed by MAIMON WEALTH MANAGEMENT LTD.
    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 3,016 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $971,816.

    13F-HR 0001951757-26-000800 filed by MAIMON WEALTH MANAGEMENT LTD.
    Filed (acceptance time not in the bulk data set), ingested

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