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ANGELES WEALTH MANAGEMENT, LLC: JPM position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 38,089 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 38,089 shares
    Change vs previous 13F +2,371 shares

    0.57% of the 13F portfolio, value $12,467,770.

    13F-HR 0001398344-26-012905 filed by ANGELES 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 35,718 shares
    Change vs previous 13F +1,778 shares

    0.57% of the 13F portfolio, value $10,506,894.

    13F-HR 0001398344-26-008459 filed by ANGELES 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 33,940 shares
    Change vs previous 13F +5,193 shares

    0.6% of the 13F portfolio, value $10,936,243.

    13F-HR 0001398344-26-003295 filed by ANGELES 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 28,747 shares
    Change vs previous 13F +10,893 shares

    0.56% of the 13F portfolio, value $9,067,760.

    13F-HR 0001398344-25-020722 filed by ANGELES 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 17,854 shares
    Change vs previous 13F -133 shares

    0.36% of the 13F portfolio, value $5,176,053.

    13F-HR 0001398344-25-013971 filed by ANGELES 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 17,987 shares
    Change vs previous 13F -5,369 shares

    0.37% of the 13F portfolio, value $4,412,211.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 17,987 shares

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

  7. period ended2024-12-31
    13F 23,356 shares
    Change vs previous 13F +3,218 shares

    0.17% of the 13F portfolio, value $5,598,666.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 5,416 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 17,940 shares

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

  8. period ended2024-09-30
    13F 20,138 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,246,299.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 5,399 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 14,739 shares

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