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Stockman Wealth Management, Inc.: JPM position timeline

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

Stockman Wealth Management, Inc. held 72,393 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,393 shares
    Change vs previous 13F -1,604 shares

    2.45% of the 13F portfolio, value $23,696,445.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, Inc.
    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 73,997 shares
    Change vs previous 13F +2,791 shares

    2.4% of the 13F portfolio, value $21,766,850.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, Inc.
    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/A 71,206 shares
    Change vs previous 13F -62 shares

    2.67% of the 13F portfolio, value $22,944,039.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
    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 71,268 shares
    Change vs previous 13F -1,031 shares

    2.79% of the 13F portfolio, value $22,479,949.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
    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 72,299 shares
    Change vs previous 13F +132 shares

    2.85% of the 13F portfolio, value $20,960,225.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
    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 72,167 shares
    Change vs previous 13F -2,933 shares

    2.62% of the 13F portfolio, value $17,702,547.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
    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 75,100 shares
    Change vs previous 13F -805 shares

    2.82% of the 13F portfolio, value $18,002,210.

    13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
    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 75,905 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $16,005,393.

    13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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