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Disclosery

SMITH SHELLNUT WILSON LLC /ADV: JPM position timeline

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

SMITH SHELLNUT WILSON LLC /ADV held 3,150 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,150 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,031,090.

    13F-HR 0002085853-26-000925 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 3,150 shares
    Change vs previous 13F -22 shares

    0.4% of the 13F portfolio, value $926,604.

    13F-HR 0002085853-26-000923 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 3,172 shares
    Change vs previous 13F +170 shares

    0.39% of the 13F portfolio, value $1,022,082.

    13F-HR 0002085853-26-000922 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 3,002 shares
    Change vs previous 13F +1,047 shares

    0.36% of the 13F portfolio, value $946,921.

    13F-HR 0002085853-25-000173 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 1,955 shares
    Change vs previous 13F -92 shares

    0.25% of the 13F portfolio, value $566,774.

    13F-HR 0001667731-25-001044 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 2,047 shares
    Change vs previous 13F +36 shares

    0.23% of the 13F portfolio, value $502,129.

    13F-HR 0001667731-25-000454 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 2,011 shares
    Change vs previous 13F +179 shares

    0.21% of the 13F portfolio, value $482,057.

    13F-HR 0001667731-25-000319 filed by SMITH SHELLNUT WILSON LLC /ADV
    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 1,832 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $386,296.

    13F-HR 0000944317-24-000005 filed by SMITH SHELLNUT WILSON LLC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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