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Disclosery

Wealth Group Ltd: JPM position timeline

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

Wealth Group Ltd held 673 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 673 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $223,692.

    13F-HR 0002010748-26-000006 filed by Wealth Group Ltd
    Accepted , ingested

  2. period ended2026-06-30
    13F 673 shares
    Change vs previous 13F -40 shares

    0.04% of the 13F portfolio, value $220,293.

    13F-HR 0002010748-26-000003 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 713 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $209,736.

    13F-HR 0002010748-26-000002 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 713 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $229,743.

    13F-HR 0002010748-26-000001 filed by Wealth Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

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