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Strategic Wealth Investment Group, LLC: JPM position timeline

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

Strategic Wealth Investment Group, LLC held 63,927 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 63,927 shares
    Change vs previous 13F -6,834 shares

    2.54% of the 13F portfolio, value $20,925,116.

    13F-HR 0001802365-26-000003 filed by Strategic Wealth Investment Group, LLC
    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 70,761 shares
    Change vs previous 13F +550 shares

    2.64% of the 13F portfolio, value $20,814,958.

    13F-HR 0001802365-26-000002 filed by Strategic Wealth Investment Group, LLC
    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 70,211 shares
    Change vs previous 13F -30,274 shares

    2.78% of the 13F portfolio, value $22,623,369.

    13F-HR 0001802365-26-000001 filed by Strategic Wealth Investment Group, LLC
    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 100,485 shares
    Change vs previous 13F +94,091 shares

    2.67% of the 13F portfolio, value $31,695,877.

    13F-HR 0001802365-25-000003 filed by Strategic Wealth Investment Group, LLC
    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 6,394 shares
    Change vs previous 13F +381 shares

    2.68% of the 13F portfolio, value $1,853,727.

    13F-HR 0001986042-25-000016 filed by Strategic Wealth Investment Group, LLC
    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 6,013 shares
    Change vs previous 13F -97,521 shares

    2.57% of the 13F portfolio, value $1,474,971.

    13F-HR 0001767151-25-000002 filed by Strategic Wealth Investment Group, LLC
    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/A 103,534 shares
    Change vs previous 13F +1,886 shares

    2.74% of the 13F portfolio, value $24,818,227.

    13F-HR/A 0001802365-25-000001 filed by Strategic Wealth Investment Group, LLC
    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 101,648 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $21,045,224.

    13F-HR 0001802365-24-000006 filed by Strategic Wealth Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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