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UDINE WEALTH MANAGEMENT, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of UDINE WEALTH MANAGEMENT, INC. on JPM, newest first. How the timeline and the estimate are built.

UDINE WEALTH MANAGEMENT, INC. held 33,307 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,307 shares
    Change vs previous 13F +484 shares

    4.49% of the 13F portfolio, value $10,902,380.

    13F-HR 0001951757-26-001060 filed by UDINE 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 32,823 shares
    Change vs previous 13F +834 shares

    4.72% of the 13F portfolio, value $9,655,214.

    13F-HR 0001951757-26-000597 filed by UDINE 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 31,989 shares
    Change vs previous 13F +915 shares

    4.87% of the 13F portfolio, value $10,307,000.

    13F-HR 0001951757-26-000206 filed by UDINE 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 31,074 shares
    Change vs previous 13F +322 shares

    4.7% of the 13F portfolio, value $9,801,672.

    13F-HR 0001951757-25-001207 filed by UDINE 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 30,752 shares
    Change vs previous 13F -2,042 shares

    4.71% of the 13F portfolio, value $8,915,312.

    13F-HR 0001951757-25-000956 filed by UDINE 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 32,794 shares
    Change vs previous 13F +1,771 shares

    5.38% of the 13F portfolio, value $8,044,368.

    13F-HR 0001951757-25-000337 filed by UDINE 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 31,023 shares
    Change vs previous 13F -1,861 shares

    4.78% of the 13F portfolio, value $7,436,523.

    13F-HR 0001951757-25-000042 filed by UDINE 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 32,884 shares
    Change vs previous 13F not available

    4.89% of the 13F portfolio, value $6,933,920.

    13F-HR 0001951757-24-000999 filed by UDINE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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