Skip to content
Disclosery

Moran Wealth Management, LLC: JPM position timeline

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

Moran Wealth Management, LLC held 86,958 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,958 shares
    Change vs previous 13F +173 shares

    0.78% of the 13F portfolio, value $28,463,963.

    13F-HR 0001965334-26-000004 filed by Moran 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 86,785 shares
    Change vs previous 13F -2,422 shares

    0.78% of the 13F portfolio, value $25,528,675.

    13F-HR 0002085853-26-000507 filed by Moran 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 89,207 shares
    Change vs previous 13F +74 shares

    0.88% of the 13F portfolio, value $28,744,280.

    13F-HR 0002085853-26-000091 filed by Moran 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 89,133 shares
    Change vs previous 13F -14,164 shares

    0.85% of the 13F portfolio, value $28,115,253.

    13F-HR 0002085853-25-000149 filed by Moran 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 103,297 shares
    Change vs previous 13F -40,679 shares

    0.93% of the 13F portfolio, value $29,946,855.

    13F-HR 0001667731-25-000988 filed by Moran 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 143,976 shares
    Change vs previous 13F -88,869 shares

    1.19% of the 13F portfolio, value $35,317,321.

    13F-HR 0001667731-25-000498 filed by Moran 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 232,845 shares
    Change vs previous 13F -417 shares

    1.78% of the 13F portfolio, value $55,815,275.

    13F-HR 0001667731-25-000219 filed by Moran 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 233,262 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $49,185,625.

    13F-HR 0001221073-24-000098 filed by Moran Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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