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MOLLER WEALTH PARTNERS: JPM position timeline

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

MOLLER WEALTH PARTNERS held 5,978 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,978 shares
    Change vs previous 13F -3 shares

    0.35% of the 13F portfolio, value $1,956,622.

    13F-HR 0001475271-26-000006 filed by MOLLER WEALTH PARTNERS
    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 5,981 shares
    Change vs previous 13F +187 shares

    0.35% of the 13F portfolio, value $1,759,380.

    13F-HR 0001475271-26-000004 filed by MOLLER WEALTH PARTNERS
    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 5,794 shares
    Change vs previous 13F +1 shares

    0.39% of the 13F portfolio, value $1,866,794.

    13F-HR 0001475271-26-000002 filed by MOLLER WEALTH PARTNERS
    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 5,793 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,827,303.

    13F-HR 0001475271-25-000010 filed by MOLLER WEALTH PARTNERS
    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 5,793 shares
    Change vs previous 13F -183 shares

    0.37% of the 13F portfolio, value $1,679,327.

    13F-HR 0001475271-25-000008 filed by MOLLER WEALTH PARTNERS
    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 5,976 shares
    Change vs previous 13F +2,539 shares

    0.36% of the 13F portfolio, value $1,465,913.

    13F-HR 0001475271-25-000006 filed by MOLLER WEALTH PARTNERS
    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 3,437 shares
    Change vs previous 13F -2,139 shares

    0.22% of the 13F portfolio, value $823,883.

    13F-HR 0001475271-25-000002 filed by MOLLER WEALTH PARTNERS
    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 5,576 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,175,755.

    13F-HR 0001475271-24-000010 filed by MOLLER WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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