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Modern Wealth Management, LLC: JPM position timeline

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

Modern Wealth Management, LLC held 189,020 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 189,020 shares
    Change vs previous 13F +25,089 shares

    0.74% of the 13F portfolio, value $61,871,900.

    13F-HR 0002001900-26-000007 filed by Modern Wealth 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 163,931 shares
    Change vs previous 13F +5,746 shares

    0.83% of the 13F portfolio, value $48,422,019.

    13F-HR 0002001900-26-000006 filed by Modern 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 ended2025-12-31
    13F 158,185 shares
    Change vs previous 13F +2,314 shares

    0.93% of the 13F portfolio, value $50,970,345.

    13F-HR 0002001900-26-000001 filed by Modern 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 ended2025-09-30
    13F 155,871 shares
    Change vs previous 13F -66 shares

    0.97% of the 13F portfolio, value $49,166,650.

    13F-HR 0002001900-25-000023 filed by Modern 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 ended2025-06-30
    13F/A 155,937 shares
    Change vs previous 13F -852 shares

    1.12% of the 13F portfolio, value $45,207,780.

    13F-HR/A 0002001900-25-000022 filed by Modern 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 ended2025-03-31
    13F/A 156,789 shares
    Change vs previous 13F +1,546 shares

    1.23% of the 13F portfolio, value $38,460,625.

    13F-HR/A 0002001900-25-000019 filed by Modern 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 ended2024-12-31
    13F/A 155,243 shares
    Change vs previous 13F +128,244 shares

    1.39% of the 13F portfolio, value $37,213,302.

    13F-HR/A 0002001900-25-000017 filed by Modern 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 ended2024-09-30
    13F/A 26,999 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $5,693,113.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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