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Meadowbrook Wealth Management, LLC: JPM position timeline

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

Meadowbrook Wealth Management, LLC held 6,618 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,618 shares
    Change vs previous 13F +195 shares

    2.29% of the 13F portfolio, value $2,189,433.

    13F-HR 0002090468-26-000011 filed by Meadowbrook Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,423 shares
    Change vs previous 13F -60 shares

    2.26% of the 13F portfolio, value $2,102,441.

    13F-HR 0002090468-26-000009 filed by Meadowbrook 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 6,483 shares
    Change vs previous 13F -815 shares

    2.53% of the 13F portfolio, value $1,907,039.

    13F-HR 0002090468-26-000007 filed by Meadowbrook 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 7,298 shares
    Change vs previous 13F +152 shares

    2.68% of the 13F portfolio, value $2,351,562.

    13F-HR 0002090468-26-000003 filed by Meadowbrook 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 7,146 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $2,254,063.

    13F-HR 0002090468-25-000003 filed by Meadowbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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