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Disclosery

Quaker Wealth Management, LLC: JPM position timeline

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

Quaker Wealth Management, LLC held 1,564 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,564 shares
    Change vs previous 13F -35 shares

    0.15% of the 13F portfolio, value $511,925.

    13F-HR 0001733472-26-000004 filed by Quaker 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 1,599 shares
    Change vs previous 13F +508 shares

    0.15% of the 13F portfolio, value $470,219.

    13F-HR 0001733472-26-000002 filed by Quaker 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 1,091 shares
    Change vs previous 13F +35 shares

    0.11% of the 13F portfolio, value $351,579.

    13F-HR 0001733472-26-000001 filed by Quaker 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 1,056 shares
    Change vs previous 13F -143 shares

    0.11% of the 13F portfolio, value $333,011.

    13F-HR 0001733472-25-000005 filed by Quaker 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 1,199 shares
    Change vs previous 13F +16 shares

    0.12% of the 13F portfolio, value $347,546.

    13F-HR 0001733472-25-000003 filed by Quaker 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 ended2024-09-30
    13F 1,183 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $249,422.

    13F-HR 0001733472-24-000003 filed by Quaker Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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