Skip to content
Disclosery

PBMares Wealth Management LLC: JPM position timeline

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

PBMares Wealth Management LLC held 5,861 JPM shares at 2025-09-30 per its 13F-HR filed 2025-10-27.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,861 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $1,848,765.

    13F-HR 0001801682-25-000005 filed by PBMares 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 ended2025-06-30
    13F 5,860 shares
    Change vs previous 13F +360 shares

    0.31% of the 13F portfolio, value $1,698,830.

    13F-HR 0001801682-25-000004 filed by PBMares 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 ended2025-03-31
    13F 5,500 shares
    Change vs previous 13F -1,760 shares

    0.27% of the 13F portfolio, value $1,349,180.

    13F-HR 0001801682-25-000003 filed by PBMares 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 ended2024-12-31
    13F 7,260 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $1,740,294.

    13F-HR 0001801682-25-000001 filed by PBMares 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 ended2024-09-30
    13F 7,259 shares
    Change vs previous 13F +502 shares

    0.32% of the 13F portfolio, value $1,530,677.

    13F-HR 0001801682-24-000005 filed by PBMares 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 ended2024-06-30
    13F 6,757 shares
    Change vs previous 13F +132 shares

    0.34% of the 13F portfolio, value $1,366,713.

    13F-HR 0001801682-24-000003 filed by PBMares 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 ended2024-03-31
    13F 6,625 shares
    Change vs previous 13F +63 shares

    0.35% of the 13F portfolio, value $1,327,030.

    13F-HR 0001801682-24-000002 filed by PBMares 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 ended2023-12-31
    13F 6,562 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,116,232.

    13F-HR 0001801682-24-000001 filed by PBMares Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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