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MUIRFIELD WEALTH ADVISORS LLC: JPM position timeline

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

MUIRFIELD WEALTH ADVISORS LLC held 1,819 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,819 shares
    Change vs previous 13F +26 shares

    0.39% of the 13F portfolio, value $595,377.

    13F-HR 0001951757-26-001173 filed by MUIRFIELD WEALTH ADVISORS 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 1,793 shares
    Change vs previous 13F +40 shares

    0.39% of the 13F portfolio, value $527,453.

    13F-HR 0001951757-26-000702 filed by MUIRFIELD WEALTH ADVISORS 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 1,753 shares
    Change vs previous 13F +110 shares

    0.41% of the 13F portfolio, value $564,846.

    13F-HR 0001951757-26-000377 filed by MUIRFIELD WEALTH ADVISORS 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 1,643 shares
    Change vs previous 13F +57 shares

    0.38% of the 13F portfolio, value $518,403.

    13F-HR 0001951757-25-001390 filed by MUIRFIELD WEALTH ADVISORS 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 1,586 shares
    Change vs previous 13F +79 shares

    0.37% of the 13F portfolio, value $459,695.

    13F-HR 0001951757-25-000955 filed by MUIRFIELD WEALTH ADVISORS 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 1,507 shares
    Change vs previous 13F +14 shares

    0.31% of the 13F portfolio, value $369,611.

    13F-HR 0001951757-25-000356 filed by MUIRFIELD WEALTH ADVISORS 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 1,493 shares
    Change vs previous 13F -112 shares

    0.3% of the 13F portfolio, value $357,961.

    13F-HR 0001951757-25-000128 filed by MUIRFIELD WEALTH ADVISORS 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 1,605 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $338,473.

    13F-HR 0001951757-24-001016 filed by MUIRFIELD WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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