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McNaughton Wealth Management, LLC: JPM position timeline

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

McNaughton Wealth Management, LLC held 7,278 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,278 shares
    Change vs previous 13F +56 shares

    0.84% of the 13F portfolio, value $2,407,781.

    13F-HR 0001085146-26-000835 filed by McNaughton Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,222 shares
    Change vs previous 13F +406 shares

    0.84% of the 13F portfolio, value $2,363,977.

    13F-HR 0001802691-26-000004 filed by McNaughton 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 ended2026-03-31
    13F 6,816 shares
    Change vs previous 13F +381 shares

    0.83% of the 13F portfolio, value $2,004,995.

    13F-HR 0001802691-26-000002 filed by McNaughton 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 ended2025-12-31
    13F 6,435 shares
    Change vs previous 13F +285 shares

    0.85% of the 13F portfolio, value $2,073,486.

    13F-HR 0001802691-26-000001 filed by McNaughton 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 ended2025-09-30
    13F 6,150 shares
    Change vs previous 13F -155 shares

    0.82% of the 13F portfolio, value $1,939,895.

    13F-HR 0001085146-25-005827 filed by McNaughton 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 ended2025-06-30
    13F 6,305 shares
    Change vs previous 13F +186 shares

    0.82% of the 13F portfolio, value $1,827,883.

    13F-HR 0001085146-25-004023 filed by McNaughton 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 ended2025-03-31
    13F 6,119 shares
    Change vs previous 13F +105 shares

    0.73% of the 13F portfolio, value $1,500,991.

    13F-HR 0001085146-25-001950 filed by McNaughton 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 ended2024-12-31
    13F 6,014 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,441,616.

    13F-HR 0001085146-25-000158 filed by McNaughton Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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