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RWQ Financial Management Services, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RWQ Financial Management Services, Inc. on JPM, newest first. How the timeline and the estimate are built.

RWQ Financial Management Services, Inc. held 24,813 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,813 shares
    Change vs previous 13F -5,815 shares

    3.92% of the 13F portfolio, value $8,122,039.

    13F-HR 0001846544-26-000002 filed by RWQ Financial Management Services, Inc.
    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 30,628 shares
    Change vs previous 13F -24,757 shares

    5.87% of the 13F portfolio, value $9,009,532.

    13F-HR 0001172661-26-001954 filed by RWQ Financial Management Services, Inc.
    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 55,385 shares
    Change vs previous 13F +16,775 shares

    8.21% of the 13F portfolio, value $17,846,155.

    13F-HR 0001172661-26-000419 filed by RWQ Financial Management Services, Inc.
    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 38,610 shares
    Change vs previous 13F -17,590 shares

    5.28% of the 13F portfolio, value $12,178,752.

    13F-HR 0001172661-25-004405 filed by RWQ Financial Management Services, Inc.
    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 56,200 shares
    Change vs previous 13F +16,750 shares

    6.86% of the 13F portfolio, value $16,292,942.

    13F-HR 0001172661-25-002766 filed by RWQ Financial Management Services, Inc.
    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 39,450 shares
    Change vs previous 13F -61,919 shares

    6.4% of the 13F portfolio, value $9,677,085.

    13F-HR 0001172661-25-001566 filed by RWQ Financial Management Services, Inc.
    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 101,369 shares
    Change vs previous 13F +15,952 shares

    9.51% of the 13F portfolio, value $24,299,058.

    13F-HR 0001172661-25-000640 filed by RWQ Financial Management Services, Inc.
    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 85,417 shares
    Change vs previous 13F not available

    6.24% of the 13F portfolio, value $18,011,047.

    13F-HR 0001172661-24-004390 filed by RWQ Financial Management Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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