Skip to content
Disclosery

SPWM Advisors LLC: JPM position timeline

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

SPWM Advisors LLC held 3,381 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,381 shares
    Change vs previous 13F -634 shares

    1.07% of the 13F portfolio, value $1,153,241.

    13F-HR 0001951757-26-001065 filed by SPWM Advisors 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 4,015 shares
    Change vs previous 13F -413 shares

    1.06% of the 13F portfolio, value $1,224,095.

    13F-HR 0001951757-26-000855 filed by SPWM Advisors 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 4,428 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,426,864.

    13F-HR 0001951757-26-000466 filed by SPWM Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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