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Disclosery

SFG Wealth Management, LLC.: JPM position timeline

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

SFG Wealth Management, LLC. held 1,269 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 1,269 shares
    Change vs previous 13F -252 shares

    0.15% of the 13F portfolio, value $415,253.

    13F-HR 0001908914-26-000005 filed by SFG 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 1,521 shares
    Change vs previous 13F -819 shares

    0.18% of the 13F portfolio, value $447,369.

    13F-HR 0001908914-26-000003 filed by SFG 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 2,340 shares
    Change vs previous 13F +27 shares

    0.3% of the 13F portfolio, value $754,016.

    13F-HR 0001908914-26-000002 filed by SFG 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 2,313 shares
    Change vs previous 13F +17 shares

    0.32% of the 13F portfolio, value $729,433.

    13F-HR 0001908914-25-000005 filed by SFG 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 2,296 shares
    Change vs previous 13F +131 shares

    0.4% of the 13F portfolio, value $665,622.

    13F-HR 0001085146-25-004187 filed by SFG 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 2,165 shares
    Change vs previous 13F -510 shares

    0.26% of the 13F portfolio, value $531,147.

    13F-HR 0001085146-25-002300 filed by SFG 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 2,675 shares
    Change vs previous 13F -107 shares

    0.34% of the 13F portfolio, value $641,289.

    13F-HR 0001085146-25-000281 filed by SFG 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 2,782 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $586,563.

    13F-HR 0001085146-24-005294 filed by SFG Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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