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Disclosery

FWG Holdings, LLC: JPM position timeline

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

FWG Holdings, LLC held 11,472 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,472 shares
    Change vs previous 13F +77 shares

    1.41% of the 13F portfolio, value $4,052,078.

    13F-HR 0001862067-26-000004 filed by FWG Holdings, 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 11,395 shares
    Change vs previous 13F -751 shares

    1.27% of the 13F portfolio, value $3,366,530.

    13F-HR 0001862067-26-000003 filed by FWG Holdings, 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/A 12,146 shares
    Change vs previous 13F -51 shares

    1.41% of the 13F portfolio, value $3,715,330.

    13F-HR/A 0001862067-26-000002 filed by FWG Holdings, 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 12,197 shares
    Change vs previous 13F +160 shares

    1.61% of the 13F portfolio, value $3,726,416.

    13F-HR 0001862067-25-000002 filed by FWG Holdings, 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 12,037 shares
    Change vs previous 13F +167 shares

    1.67% of the 13F portfolio, value $3,542,114.

    13F-HR 0001951757-25-001036 filed by FWG Holdings, 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 11,870 shares
    Change vs previous 13F -20 shares

    1.43% of the 13F portfolio, value $2,903,657.

    13F-HR 0001951757-25-000492 filed by FWG Holdings, LLC
    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 11,890 shares
    Change vs previous 13F +635 shares

    1.52% of the 13F portfolio, value $3,172,390.

    13F-HR 0001951757-25-000204 filed by FWG Holdings, LLC
    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 11,255 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,537,957.

    13F-HR 0001951757-24-001184 filed by FWG Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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