Yukon Wealth Management, Inc.: JPM position timeline

Yukon Wealth Management, Inc. held 9,039 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 9,039 shares

   Change vs previous 13F +9,039 shares

   0.85% of the 13F portfolio, value $2,959,137.

   13F-HR 0002065849-26-000008 filed by Yukon Wealth Management, Inc.
   Filed 2026-08-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -9,046 shares

   13F-HR 0002065849-26-000002 filed by Yukon Wealth Management, Inc.
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

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

3. period ended2025-09-30

   13F 9,046 shares

   Change vs previous 13F +26 shares

   0.94% of the 13F portfolio, value $2,853,321.

   13F-HR 0002065849-25-000003 filed by Yukon Wealth Management, Inc.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 9,020 shares

   Change vs previous 13F +89 shares

   0.94% of the 13F portfolio, value $2,615,132.

   13F-HR 0001085146-25-004421 filed by Yukon Wealth Management, Inc.
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 8,931 shares

   Change vs previous 13F not available

   0.91% of the 13F portfolio, value $2,190,641.

   13F-HR 0001085146-25-002388 filed by Yukon Wealth Management, Inc.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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