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Disclosery

Marcum Wealth, LLC: JPM position timeline

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

Marcum Wealth, LLC held 26,761 JPM shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 26,761 shares
    Change vs previous 13F -8,424 shares

    0.57% of the 13F portfolio, value $6,564,353.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 35,185 shares
    Change vs previous 13F +628 shares

    0.73% of the 13F portfolio, value $8,434,184.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 34,557 shares
    Change vs previous 13F -54 shares

    0.68% of the 13F portfolio, value $7,286,678.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 34,611 shares
    Change vs previous 13F +403 shares

    0.7% of the 13F portfolio, value $7,000,482.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 34,208 shares
    Change vs previous 13F -935 shares

    0.69% of the 13F portfolio, value $6,851,931.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 35,143 shares
    Change vs previous 13F -49 shares

    0.64% of the 13F portfolio, value $5,977,881.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 35,192 shares
    Change vs previous 13F -169 shares

    0.61% of the 13F portfolio, value $5,103,527.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 35,361 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,142,877.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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