Skip to content
Disclosery

KWMG, LLC: JPM position timeline

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

KWMG, LLC held 1,748 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,748 shares
    Change vs previous 13F +35 shares

    0.04% of the 13F portfolio, value $578,291.

    13F-HR 0001214659-26-012622 filed by KWMG, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,713 shares
    Change vs previous 13F -11 shares

    0.04% of the 13F portfolio, value $560,716.

    13F-HR 0001214659-26-008326 filed by KWMG, LLC
    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 1,724 shares
    Change vs previous 13F -18 shares

    0.04% of the 13F portfolio, value $507,132.

    13F-HR 0001214659-26-004501 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,742 shares
    Change vs previous 13F +22 shares

    0.05% of the 13F portfolio, value $561,307.

    13F-HR 0001214659-26-000532 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,720 shares
    Change vs previous 13F +26 shares

    0.05% of the 13F portfolio, value $542,540.

    13F-HR 0001214659-25-014754 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,694 shares
    Change vs previous 13F -17 shares

    0.05% of the 13F portfolio, value $491,108.

    13F-HR 0001214659-25-010401 filed by KWMG, LLC
    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 1,711 shares
    Change vs previous 13F +17 shares

    0.04% of the 13F portfolio, value $419,708.

    13F-HR 0001214659-25-005658 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,694 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $406,069.

    13F-HR 0001214659-25-000479 filed by KWMG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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