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Disclosery

Schorn Wealth LLC: JPM position timeline

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

Schorn Wealth LLC held 4,733 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,733 shares
    Change vs previous 13F +2 shares

    0.41% of the 13F portfolio, value $1,549,218.

    13F-HR 0001792851-26-000004 filed by Schorn Wealth LLC
    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 4,731 shares
    Change vs previous 13F -34 shares

    0.42% of the 13F portfolio, value $1,391,613.

    13F-HR 0001792851-26-000002 filed by Schorn 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 ended2025-12-31
    13F 4,765 shares
    Change vs previous 13F +52 shares

    0.47% of the 13F portfolio, value $1,535,280.

    13F-HR 0001792851-26-000001 filed by Schorn 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 ended2025-09-30
    13F 4,713 shares
    Change vs previous 13F +6 shares

    0.45% of the 13F portfolio, value $1,486,739.

    13F-HR 0001792851-25-000005 filed by Schorn 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 ended2025-06-30
    13F 4,707 shares
    Change vs previous 13F -56 shares

    0.45% of the 13F portfolio, value $1,364,505.

    13F-HR 0001792851-25-000002 filed by Schorn 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 ended2025-03-31
    13F 4,763 shares
    Change vs previous 13F +102 shares

    0.38% of the 13F portfolio, value $1,168,253.

    13F-HR 0001792851-25-000001 filed by Schorn 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 ended2024-12-31
    13F 4,661 shares
    Change vs previous 13F -32 shares

    0.36% of the 13F portfolio, value $1,117,260.

    13F-HR 0001767349-25-000002 filed by Schorn 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 ended2024-09-30
    13F 4,693 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $989,543.

    13F-HR 0001792851-24-000005 filed by Schorn Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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