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REDMONT WEALTH ADVISORS LLC: JPM position timeline

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

REDMONT WEALTH ADVISORS LLC held 277 JPM shares at 2025-12-31 per its 13F-HR filed 2026-02-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 277 shares
    Change vs previous 13F -17 shares

    0.14% of the 13F portfolio, value $89,189.

    13F-HR 0001910482-26-000003 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 294 shares
    Change vs previous 13F +66 shares

    0.13% of the 13F portfolio, value $92,886.

    13F-HR 0001910482-25-000012 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 228 shares
    Change vs previous 13F +159 shares

    0.1% of the 13F portfolio, value $66,099.

    13F-HR 0001910482-25-000014 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 69 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $16,926.

    13F-HR 0001910482-25-000004 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -228 shares

    13F-HR 0001910482-25-000002 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 228 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $48,076.

    13F-HR 0001910482-24-000011 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 228 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $46,115.

    13F-HR 0001910482-24-000003 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 328 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $65,698.

    13F-HR 0001910482-24-000002 filed by REDMONT WEALTH ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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