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Segment Wealth Management, LLC: JPM position timeline

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

Segment Wealth Management, LLC held 57,319 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,319 shares
    Change vs previous 13F +819 shares

    0.97% of the 13F portfolio, value $18,762,228.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, 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 56,500 shares
    Change vs previous 13F +36,766 shares

    0.98% of the 13F portfolio, value $16,620,040.

    13F-HR 0001575581-26-000002 filed by Segment Wealth Management, 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 19,734 shares
    Change vs previous 13F +405 shares

    0.37% of the 13F portfolio, value $6,358,689.

    13F-HR 0001575581-26-000001 filed by Segment Wealth Management, 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 19,329 shares
    Change vs previous 13F +6 shares

    0.37% of the 13F portfolio, value $6,096,946.

    13F-HR 0001575581-25-000003 filed by Segment Wealth Management, 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 19,323 shares
    Change vs previous 13F +213 shares

    0.36% of the 13F portfolio, value $5,601,931.

    13F-HR 0001085146-25-003996 filed by Segment Wealth Management, 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 19,110 shares
    Change vs previous 13F +3,576 shares

    0.32% of the 13F portfolio, value $4,687,683.

    13F-HR 0001085146-25-002215 filed by Segment Wealth Management, 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 15,534 shares
    Change vs previous 13F +173 shares

    0.25% of the 13F portfolio, value $3,723,655.

    13F-HR 0001085146-25-000297 filed by Segment Wealth Management, 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 15,361 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,239,020.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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