Skip to content
Disclosery

Xcel Wealth Management, LLC: JPM position timeline

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

Xcel Wealth Management, LLC held 37,089 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,089 shares
    Change vs previous 13F -1,412 shares

    2.9% of the 13F portfolio, value $12,140,342.

    13F-HR 0001705819-26-000046 filed by Xcel Wealth Management, LLC
    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 38,501 shares
    Change vs previous 13F -4,216 shares

    3.15% of the 13F portfolio, value $11,325,454.

    13F-HR 0001705819-26-000027 filed by Xcel Wealth Management, LLC
    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 42,717 shares
    Change vs previous 13F -49 shares

    3.53% of the 13F portfolio, value $13,764,272.

    13F-HR 0001705819-26-000013 filed by Xcel Wealth Management, LLC
    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 42,766 shares
    Change vs previous 13F -343 shares

    3.51% of the 13F portfolio, value $13,489,679.

    13F-HR 0001705819-25-000071 filed by Xcel Wealth Management, LLC
    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 43,109 shares
    Change vs previous 13F -207 shares

    3.56% of the 13F portfolio, value $12,497,730.

    13F-HR 0001705819-25-000046 filed by Xcel Wealth Management, LLC
    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 43,316 shares
    Change vs previous 13F -8,867 shares

    3.31% of the 13F portfolio, value $10,625,415.

    13F-HR 0001705819-25-000027 filed by Xcel Wealth Management, LLC
    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 52,183 shares
    Change vs previous 13F -1,010 shares

    3.47% of the 13F portfolio, value $12,508,787.

    13F-HR 0001705819-25-000018 filed by Xcel Wealth Management, LLC
    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 53,193 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $11,216,276.

    13F-HR 0001705819-24-000056 filed by Xcel Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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