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Ullmann Wealth Partners Group, LLC: JPM position timeline

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

Ullmann Wealth Partners Group, LLC held 15,875 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,875 shares
    Change vs previous 13F +221 shares

    0.47% of the 13F portfolio, value $5,196,311.

    13F-HR 0001697725-26-000004 filed by Ullmann Wealth Partners 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 15,654 shares
    Change vs previous 13F -2 shares

    0.48% of the 13F portfolio, value $4,604,713.

    13F-HR 0001697725-26-000002 filed by Ullmann Wealth Partners 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 15,656 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $4,870,841.

    13F-HR 0001697725-26-000001 filed by Ullmann Wealth Partners 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 15,656 shares
    Change vs previous 13F +152 shares

    0.54% of the 13F portfolio, value $4,938,297.

    13F-HR 0001697725-25-000002 filed by Ullmann Wealth Partners 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 15,504 shares
    Change vs previous 13F +188 shares

    0.53% of the 13F portfolio, value $4,494,677.

    13F-HR 0001085146-25-003769 filed by Ullmann Wealth Partners 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 15,316 shares
    Change vs previous 13F +124 shares

    0.5% of the 13F portfolio, value $3,756,921.

    13F-HR 0001085146-25-002052 filed by Ullmann Wealth Partners 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 15,192 shares
    Change vs previous 13F +227 shares

    0.47% of the 13F portfolio, value $3,641,567.

    13F-HR 0001085146-25-000209 filed by Ullmann Wealth Partners 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 14,965 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,155,568.

    13F-HR 0001085146-24-004912 filed by Ullmann Wealth Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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