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Disclosery

Signature Wealth Management Group: JPM position timeline

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

Signature Wealth Management Group held 2,063 JPM shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 2,063 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $606,875.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,063 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $664,684.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,063 shares
    Change vs previous 13F +1 shares

    0.25% of the 13F portfolio, value $650,601.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,062 shares
    Change vs previous 13F -151 shares

    0.24% of the 13F portfolio, value $597,895.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,213 shares
    Change vs previous 13F -86 shares

    0.21% of the 13F portfolio, value $542,864.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,299 shares
    Change vs previous 13F +415 shares

    0.22% of the 13F portfolio, value $551,052.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,884 shares
    Change vs previous 13F -210 shares

    0.16% of the 13F portfolio, value $397,166.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,094 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $423,591.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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