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MISSION WEALTH MANAGEMENT, LP: JPM position timeline

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

MISSION WEALTH MANAGEMENT, LP held 110,524 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 110,524 shares
    Change vs previous 13F +47,275 shares

    0.45% of the 13F portfolio, value $36,177,991.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 63,249 shares
    Change vs previous 13F -4,111 shares

    0.39% of the 13F portfolio, value $18,605,363.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 67,360 shares
    Change vs previous 13F -2,861 shares

    0.44% of the 13F portfolio, value $21,704,753.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 70,221 shares
    Change vs previous 13F -19,230 shares

    0.45% of the 13F portfolio, value $22,149,833.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 89,451 shares
    Change vs previous 13F +1,181 shares

    0.57% of the 13F portfolio, value $25,932,598.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 88,270 shares
    Change vs previous 13F +8,057 shares

    0.54% of the 13F portfolio, value $21,652,514.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 80,213 shares
    Change vs previous 13F +154 shares

    0.46% of the 13F portfolio, value $19,227,787.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 80,059 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $16,881,190.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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