Spahn Wealth & Retirement LLC: JPM position timeline

Spahn Wealth & Retirement LLC held 11,441 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,441 shares

   Change vs previous 13F -80 shares

   2.41% of the 13F portfolio, value $3,744,983.

   13F-HR 0001949033-26-000003 filed by Spahn Wealth & Retirement LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 11,521 shares

   Change vs previous 13F 0 shares

   4.31% of the 13F portfolio, value $3,389,017.

   13F-HR 0001949033-26-000002 filed by Spahn Wealth & Retirement LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 11,521 shares

   Change vs previous 13F +163 shares

   2.3% of the 13F portfolio, value $3,712,297.

   13F-HR 0001949033-26-000001 filed by Spahn Wealth & Retirement LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,358 shares

   Change vs previous 13F -248 shares

   2.12% of the 13F portfolio, value $3,582,654.

   13F-HR 0001949033-25-000003 filed by Spahn Wealth & Retirement LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,606 shares

   Change vs previous 13F not available

   2.16% of the 13F portfolio, value $3,364,695.

   13F-HR 0001949033-25-000004 filed by Spahn Wealth & Retirement LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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