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Kesler, Norman & Wride, LLC: JPM position timeline

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

Kesler, Norman & Wride, LLC held 15,851 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,851 shares
    Change vs previous 13F -1,236 shares

    0.82% of the 13F portfolio, value $5,188,487.

    13F-HR 0002085853-26-000842 filed by Kesler, Norman & Wride, 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 17,087 shares
    Change vs previous 13F +958 shares

    0.87% of the 13F portfolio, value $5,026,478.

    13F-HR 0002085853-26-000572 filed by Kesler, Norman & Wride, 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 16,129 shares
    Change vs previous 13F +1,945 shares

    0.89% of the 13F portfolio, value $5,197,079.

    13F-HR 0002085853-26-000236 filed by Kesler, Norman & Wride, 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 14,184 shares
    Change vs previous 13F -2,955 shares

    0.67% of the 13F portfolio, value $3,400,068.

    13F-HR 0001840455-25-000005 filed by Kesler, Norman & Wride, 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 17,139 shares
    Change vs previous 13F +357 shares

    0.88% of the 13F portfolio, value $4,968,582.

    13F-HR 0001085146-25-004505 filed by Kesler, Norman & Wride, 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 16,782 shares
    Change vs previous 13F +2,598 shares

    0.78% of the 13F portfolio, value $4,116,514.

    13F-HR 0001085146-25-002509 filed by Kesler, Norman & Wride, 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 14,184 shares
    Change vs previous 13F +2,270 shares

    0.73% of the 13F portfolio, value $3,400,068.

    13F-HR 0001085146-25-001090 filed by Kesler, Norman & Wride, 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 11,914 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,512,186.

    13F-HR 0001085146-24-004695 filed by Kesler, Norman & Wride, LLC
    Filed (acceptance time not in the bulk data set), ingested

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