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Disclosery

Marion Wealth Management: JPM position timeline

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

Marion Wealth Management held 15,540 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,540 shares
    Change vs previous 13F +338 shares

    1.04% of the 13F portfolio, value $5,086,664.

    13F-HR 0001911097-26-000003 filed by Marion 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 15,202 shares
    Change vs previous 13F +1,364 shares

    0.99% of the 13F portfolio, value $4,471,679.

    13F-HR 0001911097-26-000002 filed by Marion 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 13,838 shares
    Change vs previous 13F +55 shares

    0.92% of the 13F portfolio, value $4,119,926.

    13F-HR 0001911097-26-000001 filed by Marion 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 13,783 shares
    Change vs previous 13F -32 shares

    1.03% of the 13F portfolio, value $4,347,572.

    13F-HR 0001911097-25-000006 filed by Marion 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 13,815 shares
    Change vs previous 13F -654 shares

    1% of the 13F portfolio, value $4,005,057.

    13F-HR 0001911097-25-000004 filed by Marion 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 14,469 shares
    Change vs previous 13F -2,279 shares

    0.95% of the 13F portfolio, value $3,549,231.

    13F-HR 0001911097-25-000002 filed by Marion 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 16,748 shares
    Change vs previous 13F -24 shares

    1.06% of the 13F portfolio, value $4,014,691.

    13F-HR 0001911097-25-000001 filed by Marion Wealth Management
    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 16,772 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $3,536,456.

    13F-HR 0001911097-24-000005 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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