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Focus Partners Wealth: JPM position timeline

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

Focus Partners Wealth held 2,998,172 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,998,172 shares
    Change vs previous 13F -188,883 shares

    0.9% of the 13F portfolio, value $981,422,367.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,913,920 shares
    • Focus Partners Advisor Solutions, LLC: 84,252 shares

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

  2. period ended2026-03-31
    13F 3,187,055 shares
    Change vs previous 13F +110,225 shares

    0.94% of the 13F portfolio, value $937,953,910.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,107,487 shares
    • Focus Partners Advisor Solutions, LLC: 79,568 shares

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

  3. period ended2025-12-31
    13F 3,076,830 shares
    Change vs previous 13F +634,448 shares

    1.03% of the 13F portfolio, value $990,268,243.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,007,563 shares
    • Focus Partners Advisor Solutions, LLC: 69,267 shares

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

  4. period ended2025-09-30
    13F 2,442,382 shares
    Change vs previous 13F +96,483 shares

    1.09% of the 13F portfolio, value $770,433,145.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,367,050 shares
    • Focus Partners Advisor Solutions, LLC: 75,332 shares

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

  5. period ended2025-06-30
    13F 2,345,899 shares
    Change vs previous 13F +39,256 shares

    1.27% of the 13F portfolio, value $680,098,507.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,279,976 shares
    • Focus Partners Advisor Solutions, LLC: 65,923 shares

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

  6. period ended2025-03-31
    13F/A 2,306,643 shares
    Change vs previous 13F -12,866 shares

    1.22% of the 13F portfolio, value $565,820,146.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,232,074 shares
    • Focus Partners Advisor Solutions, LLC: 74,569 shares

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

  7. period ended2024-12-31
    13F/A 2,319,509 shares
    Change vs previous 13F +760,163 shares

    1.25% of the 13F portfolio, value $556,010,163.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,253,300 shares
    • Focus Partners Advisor Solutions, LLC: 66,209 shares

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

  8. period ended2024-09-30
    13F 1,559,346 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $328,798,534.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,509,936 shares
    • Focus Partners Advisor Solutions, LLC: 49,410 shares

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