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Disclosery

Peterson Wealth Services: JPM position timeline

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

Peterson Wealth Services held 49,713 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,713 shares
    Change vs previous 13F -184 shares

    3.55% of the 13F portfolio, value $16,272,598.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 49,897 shares
    Change vs previous 13F +51 shares

    3.63% of the 13F portfolio, value $14,677,742.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 49,846 shares
    Change vs previous 13F +43,200 shares

    4.11% of the 13F portfolio, value $16,061,448.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 6,646 shares
    Change vs previous 13F -44,491 shares

    4.41% of the 13F portfolio, value $15,955,668.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 51,137 shares
    Change vs previous 13F +344 shares

    4.06% of the 13F portfolio, value $14,825,210.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 50,793 shares
    Change vs previous 13F +1,153 shares

    3.86% of the 13F portfolio, value $12,459,633.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 49,640 shares
    Change vs previous 13F +4,469 shares

    3.57% of the 13F portfolio, value $11,899,308.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 45,171 shares
    Change vs previous 13F not available

    3.04% of the 13F portfolio, value $9,524,828.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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