Skip to content
Disclosery

NerdWallet Wealth Partners, LLC: JPM position timeline

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

NerdWallet Wealth Partners, LLC held 2,617 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,617 shares
    Change vs previous 13F +62 shares

    0.3% of the 13F portfolio, value $856,482.

    13F-HR 0002079593-26-000005 filed by NerdWallet Wealth Partners, 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 2,555 shares
    Change vs previous 13F +1,002 shares

    0.33% of the 13F portfolio, value $751,452.

    13F-HR 0002079593-26-000004 filed by NerdWallet Wealth Partners, 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 1,553 shares
    Change vs previous 13F -12 shares

    0.22% of the 13F portfolio, value $500,269.

    13F-HR 0002079593-26-000003 filed by NerdWallet Wealth Partners, 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 1,565 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $493,512.

    13F-HR 0002079593-25-000001 filed by NerdWallet Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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