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Disclosery

MOTIVE WEALTH ADVISORS: JPM position timeline

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

MOTIVE WEALTH ADVISORS held 3,270 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,270 shares
    Change vs previous 13F -19 shares

    0.44% of the 13F portfolio, value $1,070,369.

    13F-HR 0001754960-26-000562 filed by MOTIVE WEALTH ADVISORS
    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 3,289 shares
    Change vs previous 13F -38 shares

    0.45% of the 13F portfolio, value $967,492.

    13F-HR 0001754960-26-000259 filed by MOTIVE WEALTH ADVISORS
    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 3,327 shares
    Change vs previous 13F -80 shares

    0.46% of the 13F portfolio, value $1,072,026.

    13F-HR 0001754960-26-000068 filed by MOTIVE WEALTH ADVISORS
    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 3,407 shares
    Change vs previous 13F -104 shares

    0.46% of the 13F portfolio, value $1,074,670.

    13F-HR 0001754960-25-000693 filed by MOTIVE WEALTH ADVISORS
    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 3,511 shares
    Change vs previous 13F +328 shares

    0.46% of the 13F portfolio, value $1,017,874.

    13F-HR 0001754960-25-000400 filed by MOTIVE WEALTH ADVISORS
    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 3,183 shares
    Change vs previous 13F -152 shares

    0.42% of the 13F portfolio, value $780,790.

    13F-HR 0001754960-25-000208 filed by MOTIVE WEALTH ADVISORS
    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 3,335 shares
    Change vs previous 13F +266 shares

    0.43% of the 13F portfolio, value $799,433.

    13F-HR 0001754960-25-000046 filed by MOTIVE WEALTH ADVISORS
    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 3,069 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $620,736.

    13F-HR 0001754960-24-000502 filed by MOTIVE WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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