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Momentous Wealth Management, Inc.: JPM position timeline

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

Momentous Wealth Management, Inc. held 1,722 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,722 shares
    Change vs previous 13F +65 shares

    0.29% of the 13F portfolio, value $563,662.

    13F-HR 0002073679-26-000084 filed by Momentous Wealth Management, Inc.
    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 1,657 shares
    Change vs previous 13F -110 shares

    0.28% of the 13F portfolio, value $487,423.

    13F-HR 0002073679-26-000051 filed by Momentous 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 ended2025-12-31
    13F 1,767 shares
    Change vs previous 13F +459 shares

    0.32% of the 13F portfolio, value $569,363.

    13F-HR 0002055574-26-000003 filed by Momentous 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 ended2025-09-30
    13F 1,308 shares
    Change vs previous 13F -448 shares

    0.26% of the 13F portfolio, value $412,582.

    13F-HR 0002055574-25-000006 filed by Momentous 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 ended2025-06-30
    13F 1,756 shares
    Change vs previous 13F -28 shares

    0.33% of the 13F portfolio, value $509,082.

    13F-HR 0002055574-25-000003 filed by Momentous 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 ended2025-03-31
    13F 1,784 shares
    Change vs previous 13F +591 shares

    0.31% of the 13F portfolio, value $437,615.

    13F-HR 0002055574-25-000002 filed by Momentous Wealth Management, Inc.
    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 1,193 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $285,974.

    13F-HR 0002055574-25-000001 filed by Momentous Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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