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Disclosery

NWAM LLC: JPM position timeline

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

NWAM LLC held 27,880 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 27,880 shares
    Change vs previous 13F +6,657 shares

    0.46% of the 13F portfolio, value $9,126,113.

    13F-HR 0001655006-26-000005 filed by NWAM 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 21,223 shares
    Change vs previous 13F -634 shares

    0.36% of the 13F portfolio, value $6,243,082.

    13F-HR 0001655006-26-000004 filed by NWAM 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 21,857 shares
    Change vs previous 13F -2,815 shares

    0.37% of the 13F portfolio, value $6,661,061.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 24,672 shares
    Change vs previous 13F -95 shares

    0.41% of the 13F portfolio, value $7,514,737.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 24,767 shares
    Change vs previous 13F +4,697 shares

    0.42% of the 13F portfolio, value $7,310,488.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 20,070 shares
    Change vs previous 13F -4,398 shares

    0.42% of the 13F portfolio, value $4,923,149.

    13F-HR 0001085146-25-002583 filed by NWAM 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 24,468 shares
    Change vs previous 13F +311 shares

    0.36% of the 13F portfolio, value $5,865,136.

    13F-HR 0001085146-25-000766 filed by NWAM 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 24,157 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,093,728.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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