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MFG WEALTH MANAGEMENT, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MFG WEALTH MANAGEMENT, INC. on JPM, newest first. How the timeline and the estimate are built.

MFG WEALTH MANAGEMENT, INC. held 4,903 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 4,903 shares
    Change vs previous 13F +101 shares

    1.18% of the 13F portfolio, value $1,622,112.

    13F-HR 0002085853-26-001123 filed by MFG WEALTH MANAGEMENT, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,802 shares
    Change vs previous 13F -19 shares

    1.12% of the 13F portfolio, value $1,571,839.

    13F-HR 0002085853-26-000655 filed by MFG WEALTH MANAGEMENT, INC.
    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 4,821 shares
    Change vs previous 13F -172 shares

    1.18% of the 13F portfolio, value $1,418,145.

    13F-HR 0002085853-26-000318 filed by MFG WEALTH MANAGEMENT, INC.
    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 4,993 shares
    Change vs previous 13F +26 shares

    1.25% of the 13F portfolio, value $1,608,844.

    13F-HR 0002085853-26-000010 filed by MFG WEALTH MANAGEMENT, INC.
    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 4,967 shares
    Change vs previous 13F -1,033 shares

    1.18% of the 13F portfolio, value $1,566,741.

    13F-HR 0002085853-25-000041 filed by MFG WEALTH MANAGEMENT, INC.
    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 6,000 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,739,460.

    13F-HR 0001667731-25-000757 filed by MFG WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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