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Weinberger Asset Management, Inc: JPM position timeline

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

Weinberger Asset Management, Inc held 5,121 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,121 shares
    Change vs previous 13F +31 shares

    0.58% of the 13F portfolio, value $1,801,517.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset 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 5,090 shares
    Change vs previous 13F -8 shares

    0.56% of the 13F portfolio, value $1,497,274.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset 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 5,098 shares
    Change vs previous 13F +12 shares

    0.59% of the 13F portfolio, value $1,642,678.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset 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 5,086 shares
    Change vs previous 13F +22 shares

    0.58% of the 13F portfolio, value $1,604,277.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset 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 5,064 shares
    Change vs previous 13F +248 shares

    0.57% of the 13F portfolio, value $1,468,104.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset 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 4,816 shares
    Change vs previous 13F -21 shares

    0.51% of the 13F portfolio, value $1,181,365.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset 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 4,837 shares
    Change vs previous 13F -2 shares

    0.48% of the 13F portfolio, value $1,159,477.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset 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 4,839 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,020,352.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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