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Disclosery

Wealthquest Corp: JPM position timeline

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

Wealthquest Corp held 9,622 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,622 shares
    Change vs previous 13F +558 shares

    0.2% of the 13F portfolio, value $3,149,614.

    13F-HR 0001632968-26-000004 filed by Wealthquest 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/A 9,064 shares
    Change vs previous 13F -331 shares

    0.19% of the 13F portfolio, value $2,666,284.

    13F-HR/A 0001632968-26-000003 filed by Wealthquest 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 9,395 shares
    Change vs previous 13F +9,395 shares

    0.23% of the 13F portfolio, value $3,027,276.

    13F-HR 0001632968-26-000001 filed by Wealthquest Corp
    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 0 shares
    Change vs previous 13F -8,925 shares

    13F-HR 0001632968-25-000009 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 8,925 shares
    Change vs previous 13F +132 shares

    0.2% of the 13F portfolio, value $2,587,464.

    13F-HR 0001632968-25-000006 filed by Wealthquest Corp
    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/A 8,793 shares
    Change vs previous 13F -130 shares

    0.18% of the 13F portfolio, value $2,156,937.

    13F-HR/A 0001632968-25-000004 filed by Wealthquest Corp
    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 8,923 shares
    Change vs previous 13F +71 shares

    0.17% of the 13F portfolio, value $2,138,946.

    13F-HR 0001632968-25-000001 filed by Wealthquest Corp
    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 8,852 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,832,867.

    13F-HR 0001632968-24-000004 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

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