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SAX WEALTH ADVISORS, LLC: JPM position timeline

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

SAX WEALTH ADVISORS, LLC held 48,905 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,905 shares
    Change vs previous 13F +23,691 shares

    0.46% of the 13F portfolio, value $16,179,104.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,214 shares
    Change vs previous 13F +2,979 shares

    0.3% of the 13F portfolio, value $7,416,809.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, 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 22,235 shares
    Change vs previous 13F -1,751 shares

    0.35% of the 13F portfolio, value $7,164,618.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, 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 23,986 shares
    Change vs previous 13F +2,772 shares

    0.36% of the 13F portfolio, value $7,728,825.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, 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 21,214 shares
    Change vs previous 13F +485 shares

    0.36% of the 13F portfolio, value $6,691,584.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, 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 20,729 shares
    Change vs previous 13F +1,434 shares

    0.36% of the 13F portfolio, value $6,009,624.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, 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 19,295 shares
    Change vs previous 13F +3,046 shares

    0.34% of the 13F portfolio, value $4,733,022.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, 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 16,249 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $3,894,967.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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