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Troutman Wealth Management, LLC: JPM position timeline

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

Troutman Wealth Management, LLC held 2,470 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 2,470 shares
    Change vs previous 13F +33 shares

    0.62% of the 13F portfolio, value $808,651.

    13F-HR 0002110807-26-000003 filed by Troutman Wealth Management, 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 2,437 shares
    Change vs previous 13F -1 shares

    0.6% of the 13F portfolio, value $716,795.

    13F-HR 0002110807-26-000002 filed by Troutman Wealth Management, 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 2,438 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $785,561.

    13F-HR 0002110807-26-000001 filed by Troutman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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