Skip to content
Disclosery

Marathon Wealth Advisors LLC: JPM position timeline

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

Marathon Wealth Advisors LLC held 14,499 JPM shares at 2026-06-30 per its 13F-HR filed 2026-09-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,499 shares
    Change vs previous 13F +203 shares

    1.62% of the 13F portfolio, value $4,746,012.

    13F-HR 0001085146-26-000772 filed by Marathon Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 14,296 shares
    Change vs previous 13F +348 shares

    1.72% of the 13F portfolio, value $4,205,451.

    13F-HR 0001085146-26-000771 filed by Marathon Wealth Advisors LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 13,948 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $4,494,374.

    13F-HR 0001085146-26-000770 filed by Marathon Wealth Advisors LLC
    Accepted , ingested