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Tailwinds Wealth, LLC: JPM position timeline

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

Tailwinds Wealth, LLC held 5,398 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,398 shares
    Change vs previous 13F +2,244 shares

    1.04% of the 13F portfolio, value $1,767,179.

    13F-HR 0002085853-26-000709 filed by Tailwinds Wealth, 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 3,154 shares
    Change vs previous 13F -546 shares

    2.28% of the 13F portfolio, value $927,672.

    13F-HR 0002085853-26-000546 filed by Tailwinds Wealth, 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 3,700 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,192,072.

    13F-HR 0002085853-26-000217 filed by Tailwinds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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