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Disclosery

Spectrum Wealth Counsel, LLC: JPM position timeline

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

Spectrum Wealth Counsel, LLC held 56,869 JPM shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 56,869 shares
    Change vs previous 13F -58 shares

    1.67% of the 13F portfolio, value $13,949,939.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 56,927 shares
    Change vs previous 13F -272 shares

    1.6% of the 13F portfolio, value $13,646,027.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 57,199 shares
    Change vs previous 13F -1,256 shares

    1.42% of the 13F portfolio, value $12,061,076.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 58,455 shares
    Change vs previous 13F -2,071 shares

    1.5% of the 13F portfolio, value $11,823,048.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 60,526 shares
    Change vs previous 13F -321 shares

    1.48% of the 13F portfolio, value $12,123,334.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 60,847 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $10,350,038.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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