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Disclosery

Trajan Wealth LLC: JPM position timeline

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

Trajan Wealth LLC held 76,924 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,924 shares
    Change vs previous 13F +8,801 shares

    0.95% of the 13F portfolio, value $25,179,464.

    13F-HR 0001934415-26-000005 filed by Trajan 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 68,123 shares
    Change vs previous 13F +5,634 shares

    0.81% of the 13F portfolio, value $20,039,140.

    13F-HR 0001934415-26-000004 filed by Trajan 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 62,489 shares
    Change vs previous 13F +3,381 shares

    0.84% of the 13F portfolio, value $20,135,332.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 59,108 shares
    Change vs previous 13F +7,915 shares

    0.8% of the 13F portfolio, value $18,644,320.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 51,193 shares
    Change vs previous 13F -1,335 shares

    0.73% of the 13F portfolio, value $14,841,422.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 52,528 shares
    Change vs previous 13F +3,209 shares

    0.7% of the 13F portfolio, value $12,885,006.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 49,319 shares
    Change vs previous 13F -120 shares

    0.65% of the 13F portfolio, value $11,822,294.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 49,439 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $10,424,751.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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