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Disclosery

Wise Wealth Partners: JPM position timeline

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

Wise Wealth Partners held 2,415 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,415 shares
    Change vs previous 13F 0 shares

    1.34% of the 13F portfolio, value $790,534.

    13F-HR 0002056711-26-000003 filed by Wise Wealth Partners
    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 2,415 shares
    Change vs previous 13F -126 shares

    0.96% of the 13F portfolio, value $710,425.

    13F-HR 0002056711-26-000002 filed by Wise Wealth Partners
    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 2,541 shares
    Change vs previous 13F +126 shares

    1.18% of the 13F portfolio, value $818,793.

    13F-HR 0002056711-26-000001 filed by Wise Wealth Partners
    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 2,415 shares
    Change vs previous 13F 0 shares

    1.16% of the 13F portfolio, value $761,794.

    13F-HR 0002056711-25-000005 filed by Wise Wealth Partners
    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 2,415 shares
    Change vs previous 13F +950 shares

    1.17% of the 13F portfolio, value $700,161.

    13F-HR 0002056711-25-000003 filed by Wise Wealth Partners
    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 1,465 shares
    Change vs previous 13F +7 shares

    0.86% of the 13F portfolio, value $359,253.

    13F-HR 0002056711-25-000002 filed by Wise Wealth Partners
    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 1,458 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $349,438.

    13F-HR 0002056711-25-000001 filed by Wise Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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