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Quadcap Wealth Management, LLC: JPM position timeline

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

Quadcap Wealth Management, LLC held 17,993 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,993 shares
    Change vs previous 13F +823 shares

    0.57% of the 13F portfolio, value $5,890,052.

    13F-HR 0001172661-26-002999 filed by Quadcap 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 ended2026-03-31
    13F 17,170 shares
    Change vs previous 13F -245 shares

    0.58% of the 13F portfolio, value $5,050,673.

    13F-HR 0001172661-26-002244 filed by Quadcap 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 ended2025-12-31
    13F 17,415 shares
    Change vs previous 13F -233 shares

    0.64% of the 13F portfolio, value $5,611,603.

    13F-HR 0001172661-26-000392 filed by Quadcap 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 ended2025-09-30
    13F 17,648 shares
    Change vs previous 13F -378 shares

    0.66% of the 13F portfolio, value $5,566,732.

    13F-HR 0001172661-25-005026 filed by Quadcap 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 ended2025-06-30
    13F 18,026 shares
    Change vs previous 13F -14 shares

    0.66% of the 13F portfolio, value $5,225,817.

    13F-HR 0001172661-25-003087 filed by Quadcap 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 ended2025-03-31
    13F 18,040 shares
    Change vs previous 13F -863 shares

    0.64% of the 13F portfolio, value $4,425,176.

    13F-HR 0001172661-25-001911 filed by Quadcap 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 ended2024-12-31
    13F 18,903 shares
    Change vs previous 13F -931 shares

    0.67% of the 13F portfolio, value $4,531,451.

    13F-HR 0001172661-25-001032 filed by Quadcap 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 ended2024-09-30
    13F 19,834 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $4,182,214.

    13F-HR 0001172661-24-004547 filed by Quadcap Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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