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RVW Wealth, LLC: JPM position timeline

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

RVW Wealth, LLC held 3,383 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,383 shares
    Change vs previous 13F +18 shares

    0.07% of the 13F portfolio, value $1,119,256.

    13F-HR 0001756543-26-000005 filed by RVW Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,365 shares
    Change vs previous 13F -73 shares

    0.07% of the 13F portfolio, value $1,101,522.

    13F-HR 0001756543-26-000003 filed by RVW Wealth, 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 3,438 shares
    Change vs previous 13F -1,230 shares

    0.08% of the 13F portfolio, value $1,011,371.

    13F-HR 0001756543-26-000002 filed by RVW Wealth, 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 4,668 shares
    Change vs previous 13F +5 shares

    0.11% of the 13F portfolio, value $1,504,175.

    13F-HR 0001756543-26-000001 filed by RVW Wealth, 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 4,663 shares
    Change vs previous 13F -52 shares

    0.11% of the 13F portfolio, value $1,470,900.

    13F-HR 0001756543-25-000009 filed by RVW Wealth, 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 4,715 shares
    Change vs previous 13F +727 shares

    0.12% of the 13F portfolio, value $1,366,970.

    13F-HR 0001756543-25-000007 filed by RVW Wealth, 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 3,988 shares
    Change vs previous 13F +2,523 shares

    0.09% of the 13F portfolio, value $978,294.

    13F-HR 0001756543-25-000006 filed by RVW Wealth, 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 1,465 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $351,212.

    13F-HR 0001756543-25-000001 filed by RVW Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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