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White Lighthouse Investment Management Inc.: JPM position timeline

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

White Lighthouse Investment Management Inc. held 2,187 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 2,187 shares
    Change vs previous 13F -520 shares

    0.09% of the 13F portfolio, value $715,919.

    13F-HR 0001727593-26-000007 filed by White Lighthouse Investment 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 2,707 shares
    Change vs previous 13F -966 shares

    0.11% of the 13F portfolio, value $796,172.

    13F-HR 0001727593-26-000006 filed by White Lighthouse Investment 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 3,673 shares
    Change vs previous 13F +1,977 shares

    0.17% of the 13F portfolio, value $1,183,532.

    13F-HR 0001727593-26-000005 filed by White Lighthouse Investment 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 1,696 shares
    Change vs previous 13F -215 shares

    0.08% of the 13F portfolio, value $534,816.

    13F-HR 0001727593-25-000002 filed by White Lighthouse Investment 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 1,911 shares
    Change vs previous 13F -49 shares

    0.09% of the 13F portfolio, value $554,088.

    13F-HR 0001085146-25-004334 filed by White Lighthouse Investment 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 1,960 shares
    Change vs previous 13F +138 shares

    0.09% of the 13F portfolio, value $480,731.

    13F-HR 0001085146-25-002958 filed by White Lighthouse Investment 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 1,822 shares
    Change vs previous 13F +27 shares

    0.08% of the 13F portfolio, value $436,752.

    13F-HR 0001085146-25-000747 filed by White Lighthouse Investment 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 1,795 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $378,494.

    13F-HR 0001085146-24-005238 filed by White Lighthouse Investment Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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