Skip to content
Disclosery

Randall & Associates Wealth Management: JPM position timeline

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

Randall & Associates Wealth Management held 2,468 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 2,468 shares
    Change vs previous 13F -285 shares

    0.5% of the 13F portfolio, value $807,851.

    13F-HR 0002011901-26-000003 filed by Randall & Associates Wealth Management
    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 2,753 shares
    Change vs previous 13F +197 shares

    0.55% of the 13F portfolio, value $809,822.

    13F-HR 0002011901-26-000002 filed by Randall & Associates Wealth Management
    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 2,556 shares
    Change vs previous 13F +713 shares

    0.57% of the 13F portfolio, value $823,594.

    13F-HR 0002011901-26-000001 filed by Randall & Associates Wealth Management
    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 1,843 shares
    Change vs previous 13F +39 shares

    0.42% of the 13F portfolio, value $581,337.

    13F-HR 0002011901-25-000008 filed by Randall & Associates Wealth Management
    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 1,804 shares
    Change vs previous 13F +68 shares

    0.4% of the 13F portfolio, value $522,998.

    13F-HR 0001085146-25-004041 filed by Randall & Associates Wealth Management
    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 1,736 shares
    Change vs previous 13F -124 shares

    0.35% of the 13F portfolio, value $425,841.

    13F-HR 0001085146-25-001977 filed by Randall & Associates Wealth Management
    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 1,860 shares
    Change vs previous 13F +693 shares

    0.37% of the 13F portfolio, value $445,861.

    13F-HR 0001085146-25-000221 filed by Randall & Associates Wealth Management
    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 1,167 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $246,074.

    13F-HR 0001085146-24-005418 filed by Randall & Associates Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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