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Papamarkou Wellner Asset Management inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Papamarkou Wellner Asset Management inc. on JPM, newest first. How the timeline and the estimate are built.

Papamarkou Wellner Asset Management inc. held 10,344 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,344 shares
    Change vs previous 13F 0 shares

    1.91% of the 13F portfolio, value $3,042,791.

    13F-HR 0002063952-26-000003 filed by Papamarkou Wellner Asset Management inc.
    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 10,344 shares
    Change vs previous 13F +696 shares

    1.86% of the 13F portfolio, value $3,042,791.

    13F-HR 0002063952-26-000002 filed by Papamarkou Wellner Asset Management inc.
    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 9,648 shares
    Change vs previous 13F +246 shares

    1.87% of the 13F portfolio, value $3,108,779.

    13F-HR 0002063952-26-000001 filed by Papamarkou Wellner Asset Management inc.
    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 9,402 shares
    Change vs previous 13F +20 shares

    1.83% of the 13F portfolio, value $2,965,673.

    13F-HR 0002063952-25-000004 filed by Papamarkou Wellner Asset Management inc.
    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 9,382 shares
    Change vs previous 13F +156 shares

    1.8% of the 13F portfolio, value $2,719,936.

    13F-HR 0002063952-25-000003 filed by Papamarkou Wellner Asset Management inc.
    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 9,226 shares
    Change vs previous 13F -220 shares

    1.58% of the 13F portfolio, value $2,263,138.

    13F-HR 0002063952-25-000002 filed by Papamarkou Wellner Asset Management inc.
    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 9,446 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,264,301.

    13F-HR 0002063952-25-000001 filed by Papamarkou Wellner Asset Management inc.
    Filed (acceptance time not in the bulk data set), ingested

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