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Disclosery

SHRIER WEALTH MANAGEMENT, LLC: JPM position timeline

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

SHRIER WEALTH MANAGEMENT, LLC held 18,778 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,778 shares
    Change vs previous 13F +111 shares

    2.07% of the 13F portfolio, value $6,146,670.

    13F-HR 0001951757-26-000983 filed by SHRIER 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 18,667 shares
    Change vs previous 13F -2,440 shares

    2.01% of the 13F portfolio, value $5,490,977.

    13F-HR 0001951757-26-000594 filed by SHRIER 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 21,107 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $6,801,210.

    13F-HR 0001951757-26-000159 filed by SHRIER WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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