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Disclosery

Wagner Wealth Management, Corp: JPM position timeline

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

Wagner Wealth Management, Corp held 2,318 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 2,318 shares
    Change vs previous 13F +2 shares

    0.61% of the 13F portfolio, value $758,751.

    13F-HR 0001172661-26-003194 filed by Wagner Wealth Management, Corp
    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 2,316 shares
    Change vs previous 13F -223 shares

    0.61% of the 13F portfolio, value $681,275.

    13F-HR 0001172661-26-001599 filed by Wagner Wealth Management, Corp
    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 2,539 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $818,117.

    13F-HR 0001172661-26-000666 filed by Wagner Wealth Management, Corp
    Filed (acceptance time not in the bulk data set), ingested

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