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Mine & Arao Wealth Creation & Management, LLC.: JPM position timeline

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

Mine & Arao Wealth Creation & Management, LLC. held 25,931 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 25,931 shares
    Change vs previous 13F +624 shares

    3.08% of the 13F portfolio, value $8,487,890.

    13F-HR 0002085853-26-000829 filed by Mine & Arao Wealth Creation & 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 25,307 shares
    Change vs previous 13F +367 shares

    3.12% of the 13F portfolio, value $7,444,421.

    13F-HR 0002085853-26-000537 filed by Mine & Arao Wealth Creation & 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 24,940 shares
    Change vs previous 13F +281 shares

    3.15% of the 13F portfolio, value $8,036,086.

    13F-HR 0002085853-26-000097 filed by Mine & Arao Wealth Creation & 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 24,659 shares
    Change vs previous 13F +645 shares

    3.16% of the 13F portfolio, value $7,778,277.

    13F-HR 0002085853-25-000152 filed by Mine & Arao Wealth Creation & 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 24,014 shares
    Change vs previous 13F -65 shares

    3.11% of the 13F portfolio, value $6,961,901.

    13F-HR 0001667731-25-000998 filed by Mine & Arao Wealth Creation & 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 24,079 shares
    Change vs previous 13F +34 shares

    2.88% of the 13F portfolio, value $5,906,554.

    13F-HR 0001667731-25-000575 filed by Mine & Arao Wealth Creation & 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 24,045 shares
    Change vs previous 13F +166 shares

    2.64% of the 13F portfolio, value $5,763,792.

    13F-HR 0001667731-25-000103 filed by Mine & Arao Wealth Creation & 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 23,879 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $5,035,197.

    13F-HR 0001802994-24-000002 filed by Mine & Arao Wealth Creation & Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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