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Manske Wealth Management: JPM position timeline

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

Manske Wealth Management held 5,130 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,130 shares
    Change vs previous 13F -839 shares

    0.42% of the 13F portfolio, value $1,679,199.

    13F-HR 0002095143-26-000005 filed by Manske Wealth Management
    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 5,969 shares
    Change vs previous 13F +206 shares

    0.49% of the 13F portfolio, value $1,755,838.

    13F-HR 0002095143-26-000002 filed by Manske Wealth Management
    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 5,763 shares
    Change vs previous 13F +217 shares

    0.55% of the 13F portfolio, value $1,856,950.

    13F-HR 0002095143-26-000001 filed by Manske Wealth Management
    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 5,546 shares
    Change vs previous 13F -28 shares

    0.54% of the 13F portfolio, value $1,749,532.

    13F-HR 0002095143-25-000004 filed by Manske Wealth Management
    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 5,574 shares
    Change vs previous 13F +204 shares

    0.53% of the 13F portfolio, value $1,615,965.

    13F-HR 0002095143-25-000003 filed by Manske Wealth Management
    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 5,370 shares
    Change vs previous 13F +522 shares

    0.5% of the 13F portfolio, value $1,317,369.

    13F-HR 0002095143-25-000002 filed by Manske Wealth Management
    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 4,848 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,162,065.

    13F-HR 0002095143-25-000001 filed by Manske Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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