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Ascentis Wealth Management, LLC: JPM position timeline

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

Ascentis Wealth Management, LLC held 14,923 JPM shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 14,923 shares
    Change vs previous 13F -46,877 shares

    0.69% of the 13F portfolio, value $4,893,843.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 727 shares
    • Ascentis Wealth Management, LLC: 14,196 shares

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

  2. period ended2026-03-31
    13F 61,800 shares
    Change vs previous 13F +16,829 shares

    0.99% of the 13F portfolio, value $18,180,195.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 47,620 shares
    • Ascentis Wealth Management, LLC: 14,180 shares

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

  3. period ended2025-12-31
    13F 44,971 shares
    Change vs previous 13F +1,043 shares

    1.39% of the 13F portfolio, value $14,499,228.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 31,901 shares
    • Ascentis Wealth Management, LLC: 13,070 shares

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

  4. period ended2025-09-30
    13F 43,928 shares
    Change vs previous 13F +737 shares

    1.3% of the 13F portfolio, value $13,864,785.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 31,204 shares
    • Ascentis Wealth Management, LLC: 12,724 shares

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

  5. period ended2025-06-30
    13F 43,191 shares
    Change vs previous 13F +139 shares

    1.31% of the 13F portfolio, value $12,535,304.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 32,298 shares
    • Ascentis Wealth Management, LLC: 10,893 shares

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

  6. period ended2025-03-31
    13F 43,052 shares
    Change vs previous 13F +8,319 shares

    1.27% of the 13F portfolio, value $10,549,565.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 32,084 shares
    • Ascentis Wealth Management, LLC: 10,968 shares

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

  7. period ended2024-12-31
    13F 34,733 shares
    Change vs previous 13F -1,517 shares

    0.98% of the 13F portfolio, value $8,326,198.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 32,645 shares
    • Ascentis Wealth Management, LLC: 2,088 shares

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

  8. period ended2024-09-30
    13F/A 36,250 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $7,643,991.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 34,095 shares
    • Ascentis Wealth Management, LLC: 2,155 shares

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