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Disclosery

RMR Wealth Builders: JPM position timeline

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

RMR Wealth Builders held 42,694 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 42,694 shares
    Change vs previous 13F +3,753 shares

    0.87% of the 13F portfolio, value $13,974,964.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 38,941 shares
    Change vs previous 13F +1,414 shares

    0.9% of the 13F portfolio, value $11,454,957.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 37,527 shares
    Change vs previous 13F +1,204 shares

    0.97% of the 13F portfolio, value $12,092,083.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 36,323 shares
    Change vs previous 13F +1,086 shares

    0.96% of the 13F portfolio, value $11,457,281.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 35,237 shares
    Change vs previous 13F +1,577 shares

    0.93% of the 13F portfolio, value $10,215,578.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 33,660 shares
    Change vs previous 13F +603 shares

    0.87% of the 13F portfolio, value $8,256,699.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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/A 33,057 shares
    Change vs previous 13F +1,382 shares

    0.82% of the 13F portfolio, value $7,924,144.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 31,675 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $6,679,001.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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