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Montz Harcus Wealth Management LLC: JPM position timeline

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

Montz Harcus Wealth Management LLC held 15,596 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,596 shares
    Change vs previous 13F -73 shares

    1.81% of the 13F portfolio, value $5,159,687.

    13F-HR 0002085853-26-001134 filed by Montz Harcus Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,669 shares
    Change vs previous 13F -1,256 shares

    1.83% of the 13F portfolio, value $5,128,996.

    13F-HR 0002085853-26-000855 filed by Montz Harcus 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 ended2026-03-31
    13F 16,925 shares
    Change vs previous 13F +4,246 shares

    2.01% of the 13F portfolio, value $4,978,515.

    13F-HR 0002085853-26-000518 filed by Montz Harcus 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 ended2025-12-31
    13F 12,679 shares
    Change vs previous 13F +1,365 shares

    1.66% of the 13F portfolio, value $4,085,318.

    13F-HR 0002085853-26-000067 filed by Montz Harcus 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 ended2025-09-30
    13F 11,314 shares
    Change vs previous 13F +927 shares

    1.56% of the 13F portfolio, value $3,568,838.

    13F-HR 0002085853-25-000117 filed by Montz Harcus 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 ended2025-06-30
    13F 10,387 shares
    Change vs previous 13F +12 shares

    1.45% of the 13F portfolio, value $3,011,207.

    13F-HR 0001667731-25-000896 filed by Montz Harcus 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 ended2025-03-31
    13F 10,375 shares
    Change vs previous 13F +1,618 shares

    1.39% of the 13F portfolio, value $2,544,964.

    13F-HR 0001667731-25-000468 filed by Montz Harcus 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 ended2024-12-31
    13F 8,757 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,099,102.

    13F-HR 0001667731-25-000158 filed by Montz Harcus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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