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Sarver Vrooman Wealth Advisors: JPM position timeline

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

Sarver Vrooman Wealth Advisors held 460 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 460 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $152,182.

    13F-HR 0002076215-26-000006 filed by Sarver Vrooman Wealth Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 460 shares
    Change vs previous 13F -5 shares

    0.09% of the 13F portfolio, value $153,741.

    13F-HR 0002076215-26-000005 filed by Sarver Vrooman Wealth Advisors
    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 465 shares
    Change vs previous 13F -11 shares

    0.08% of the 13F portfolio, value $136,784.

    13F-HR 0002076215-26-000003 filed by Sarver Vrooman Wealth Advisors
    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/A 476 shares
    Change vs previous 13F -104 shares

    0.1% of the 13F portfolio, value $153,377.

    13F-HR/A 0002076215-26-000004 filed by Sarver Vrooman Wealth Advisors
    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 580 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $182,949.

    13F-HR 0002076215-25-000004 filed by Sarver Vrooman Wealth Advisors
    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 580 shares
    Change vs previous 13F -97 shares

    0.11% of the 13F portfolio, value $168,147.

    13F-HR 0002076215-25-000002 filed by Sarver Vrooman Wealth Advisors
    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 677 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $166,068.

    13F-HR 0002076215-25-000001 filed by Sarver Vrooman Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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