Skip to content
Disclosery

Peloton Wealth Strategists: JPM position timeline

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

Peloton Wealth Strategists held 21,285 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,285 shares
    Change vs previous 13F -300 shares

    2.58% of the 13F portfolio, value $6,967,000.

    13F-HR 0001080132-26-000003 filed by Peloton Wealth Strategists
    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 21,585 shares
    Change vs previous 13F -1,575 shares

    2.57% of the 13F portfolio, value $6,349,000.

    13F-HR 0001080132-26-000002 filed by Peloton Wealth Strategists
    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 23,160 shares
    Change vs previous 13F -1,550 shares

    2.89% of the 13F portfolio, value $7,463,000.

    13F-HR 0001080132-26-000001 filed by Peloton Wealth Strategists
    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 24,710 shares
    Change vs previous 13F -215 shares

    3.06% of the 13F portfolio, value $7,794,000.

    13F-HR 0001080132-25-000006 filed by Peloton Wealth Strategists
    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 24,925 shares
    Change vs previous 13F -400 shares

    2.9% of the 13F portfolio, value $7,226,000.

    13F-HR 0001080132-25-000003 filed by Peloton Wealth Strategists
    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 25,325 shares
    Change vs previous 13F -9,010 shares

    2.6% of the 13F portfolio, value $6,212,000.

    13F-HR 0001080132-25-000002 filed by Peloton Wealth Strategists
    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 34,335 shares
    Change vs previous 13F -2,228 shares

    3.32% of the 13F portfolio, value $8,230,000.

    13F-HR 0001080132-25-000001 filed by Peloton Wealth Strategists
    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 36,563 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $7,710,000.

    13F-HR 0001080132-24-000006 filed by Peloton Wealth Strategists
    Filed (acceptance time not in the bulk data set), ingested

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