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Disclosery

HWG Holdings LP: JPM position timeline

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

HWG Holdings LP held 51,822 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,822 shares
    Change vs previous 13F -95 shares

    3.95% of the 13F portfolio, value $17,144,272.

    13F-HR 0001599390-26-000004 filed by HWG Holdings LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,917 shares
    Change vs previous 13F -1,601 shares

    3.84% of the 13F portfolio, value $16,993,992.

    13F-HR 0001599390-26-000003 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 53,518 shares
    Change vs previous 13F -608 shares

    4.15% of the 13F portfolio, value $15,742,855.

    13F-HR 0001599390-26-000002 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 54,126 shares
    Change vs previous 13F +1,895 shares

    4.23% of the 13F portfolio, value $17,440,480.

    13F-HR 0001599390-26-000001 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 52,231 shares
    Change vs previous 13F +2,686 shares

    4.18% of the 13F portfolio, value $16,475,224.

    13F-HR 0001599390-25-000005 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 49,545 shares
    Change vs previous 13F +1,805 shares

    4.2% of the 13F portfolio, value $14,363,591.

    13F-HR 0001599390-25-000003 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 47,740 shares
    Change vs previous 13F +19,373 shares

    5.22% of the 13F portfolio, value $11,710,622.

    13F-HR 0001599390-25-000002 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 28,367 shares
    Change vs previous 13F not available

    2.23% of the 13F portfolio, value $6,799,854.

    13F-HR 0001599390-25-000001 filed by HWG Holdings LP
    Filed (acceptance time not in the bulk data set), ingested

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