Processus Wealth & Capital Management, LLC: JPM position timeline

Processus Wealth & Capital Management, LLC held 19,030 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 19,030 shares

   Change vs previous 13F +2 shares

   3.69% of the 13F portfolio, value $6,228,996.

   13F-HR/A 0001214659-26-008578 filed by Processus Wealth & Capital Management, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 19,028 shares

   Change vs previous 13F +162 shares

   3.8% of the 13F portfolio, value $5,597,206.

   13F-HR 0001214659-26-005982 filed by Processus Wealth & Capital Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 18,866 shares

   Change vs previous 13F +77 shares

   4.01% of the 13F portfolio, value $6,078,939.

   13F-HR 0001214659-26-000243 filed by Processus Wealth & Capital Management, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 18,789 shares

   Change vs previous 13F +121 shares

   4.25% of the 13F portfolio, value $5,926,572.

   13F-HR 0001214659-25-015846 filed by Processus Wealth & Capital Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 18,668 shares

   Change vs previous 13F +274 shares

   4.28% of the 13F portfolio, value $5,412,029.

   13F-HR 0001214659-25-010460 filed by Processus Wealth & Capital Management, LLC
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 18,394 shares

   Change vs previous 13F -21 shares

   3.84% of the 13F portfolio, value $4,512,048.

   13F-HR 0001214659-25-006705 filed by Processus Wealth & Capital Management, LLC
   Filed 2025-04-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 18,415 shares

   Change vs previous 13F -598 shares

   3.52% of the 13F portfolio, value $4,414,211.

   13F-HR 0001214659-25-001895 filed by Processus Wealth & Capital Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 19,013 shares

   Change vs previous 13F not available

   3.3% of the 13F portfolio, value $4,009,054.

   13F-HR 0001214659-24-018265 filed by Processus Wealth & Capital Management, LLC
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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