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Chancellor Financial Group WB LP: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chancellor Financial Group WB LP on JPM, newest first. How the timeline and the estimate are built.

Chancellor Financial Group WB LP held 8,754 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,754 shares
    Change vs previous 13F +689 shares

    1.77% of the 13F portfolio, value $2,865,501.

    13F-HR 0001951757-26-001198 filed by Chancellor Financial Group WB LP
    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 8,065 shares
    Change vs previous 13F -118 shares

    1.7% of the 13F portfolio, value $2,372,482.

    13F-HR 0001951757-26-000864 filed by Chancellor Financial Group WB LP
    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 8,183 shares
    Change vs previous 13F -95 shares

    1.8% of the 13F portfolio, value $2,636,836.

    13F-HR 0001951757-26-000370 filed by Chancellor Financial Group WB LP
    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 8,278 shares
    Change vs previous 13F -94 shares

    1.86% of the 13F portfolio, value $2,610,983.

    13F-HR 0001951757-25-001397 filed by Chancellor Financial Group WB LP
    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 8,372 shares
    Change vs previous 13F +137 shares

    1.89% of the 13F portfolio, value $2,427,109.

    13F-HR 0001951757-25-001038 filed by Chancellor Financial Group WB LP
    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 8,235 shares
    Change vs previous 13F +205 shares

    1.68% of the 13F portfolio, value $2,020,075.

    13F-HR 0001951757-25-000513 filed by Chancellor Financial Group WB LP
    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 8,030 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $1,924,804.

    13F-HR 0001951757-25-000281 filed by Chancellor Financial Group WB LP
    Filed (acceptance time not in the bulk data set), ingested

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