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Disclosery

Spire Wealth Management: JPM position timeline

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

Spire Wealth Management held 72,887 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,887 shares
    Change vs previous 13F -280 shares

    0.72% of the 13F portfolio, value $23,865,079.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 73,167 shares
    Change vs previous 13F -1,330 shares

    0.73% of the 13F portfolio, value $21,522,690.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 74,497 shares
    Change vs previous 13F +1,450 shares

    0.8% of the 13F portfolio, value $24,004,529.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 73,047 shares
    Change vs previous 13F +6,528 shares

    0.78% of the 13F portfolio, value $23,041,138.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 66,519 shares
    Change vs previous 13F -32,643 shares

    0.68% of the 13F portfolio, value $19,031,965.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 99,162 shares
    Change vs previous 13F +4,102 shares

    0.78% of the 13F portfolio, value $24,324,397.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 95,060 shares
    Change vs previous 13F +911 shares

    0.71% of the 13F portfolio, value $22,786,758.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 94,149 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $19,852,196.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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