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Disclosery

Smith Salley Wealth Management: JPM position timeline

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

Smith Salley Wealth Management held 162,429 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,429 shares
    Change vs previous 13F +1,342 shares

    2.31% of the 13F portfolio, value $53,167,993.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 161,087 shares
    Change vs previous 13F +2,733 shares

    2.38% of the 13F portfolio, value $47,385,489.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 158,354 shares
    Change vs previous 13F -10,730 shares

    2.53% of the 13F portfolio, value $51,024,719.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 169,084 shares
    Change vs previous 13F -281 shares

    2.74% of the 13F portfolio, value $53,334,112.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 169,365 shares
    Change vs previous 13F +3,911 shares

    2.84% of the 13F portfolio, value $49,100,735.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 165,454 shares
    Change vs previous 13F -22,863 shares

    2.66% of the 13F portfolio, value $40,585,928.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 188,317 shares
    Change vs previous 13F +1,417 shares

    2.9% of the 13F portfolio, value $45,141,483.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 186,900 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $39,409,669.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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