Skip to content
Disclosery

Retirement Wealth Solutions LLC: JPM position timeline

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

Retirement Wealth Solutions LLC held 428 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 428 shares
    Change vs previous 13F +116 shares

    0.07% of the 13F portfolio, value $141,672.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 312 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $102,150.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 312 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $91,746.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 314 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $101,083.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 314 shares
    Change vs previous 13F +1 shares

    0.06% of the 13F portfolio, value $98,896.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 313 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $90,845.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 313 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $76,813.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 313 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $75,072.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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