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STEINBERGANNA WEALTH MANAGEMENT: JPM position timeline

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

STEINBERGANNA WEALTH MANAGEMENT held 2,634 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,634 shares
    Change vs previous 13F +12 shares

    0.35% of the 13F portfolio, value $862,339.

    13F-HR 0002089528-26-000003 filed by STEINBERGANNA 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 2,622 shares
    Change vs previous 13F -282 shares

    0.37% of the 13F portfolio, value $771,231.

    13F-HR 0002089528-26-000002 filed by STEINBERGANNA 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 2,904 shares
    Change vs previous 13F +43 shares

    0.44% of the 13F portfolio, value $935,836.

    13F-HR 0002089528-26-000001 filed by STEINBERGANNA 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 2,861 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $902,601.

    13F-HR 0002089528-25-000001 filed by STEINBERGANNA WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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