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Disclosery

Mattern Wealth Management LLC: JPM position timeline

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

Mattern Wealth Management LLC held 26,466 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,466 shares
    Change vs previous 13F +354 shares

    1.42% of the 13F portfolio, value $8,662,962.

    13F-HR 0001725547-26-000247 filed by Mattern Wealth Management LLC
    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 26,112 shares
    Change vs previous 13F +379 shares

    1.5% of the 13F portfolio, value $7,681,017.

    13F-HR 0001725547-26-000157 filed by Mattern Wealth Management LLC
    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 25,733 shares
    Change vs previous 13F +354 shares

    1.6% of the 13F portfolio, value $8,291,724.

    13F-HR 0001725547-26-000031 filed by Mattern Wealth Management LLC
    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 25,379 shares
    Change vs previous 13F -1,196 shares

    1.6% of the 13F portfolio, value $8,005,444.

    13F-HR 0001725547-25-004127 filed by Mattern Wealth Management LLC
    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 26,575 shares
    Change vs previous 13F -297 shares

    1.6% of the 13F portfolio, value $7,704,476.

    13F-HR 0001725547-25-003471 filed by Mattern Wealth Management LLC
    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 26,872 shares
    Change vs previous 13F +370 shares

    1.46% of the 13F portfolio, value $6,591,691.

    13F-HR 0001725547-25-001445 filed by Mattern Wealth Management LLC
    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 26,502 shares
    Change vs previous 13F -1,953 shares

    1.4% of the 13F portfolio, value $6,352,828.

    13F-HR 0001725547-25-000150 filed by Mattern Wealth Management LLC
    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 28,455 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $6,000,118.

    13F-HR 0001725547-24-005962 filed by Mattern Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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