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Disclosery

TLWM: JPM position timeline

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

TLWM held 6,746 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,746 shares
    Change vs previous 13F -19 shares

    0.36% of the 13F portfolio, value $2,231,784.

    13F-HR 0001085146-26-000842 filed by TLWM
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,765 shares
    Change vs previous 13F -83 shares

    0.36% of the 13F portfolio, value $2,214,399.

    13F-HR 0001732537-26-000004 filed by TLWM
    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 6,848 shares
    Change vs previous 13F +252 shares

    0.36% of the 13F portfolio, value $2,014,407.

    13F-HR 0001732537-26-000003 filed by TLWM
    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 6,596 shares
    Change vs previous 13F -1,959 shares

    0.39% of the 13F portfolio, value $2,125,372.

    13F-HR 0001732537-26-000001 filed by TLWM
    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 8,555 shares
    Change vs previous 13F +329 shares

    0.49% of the 13F portfolio, value $2,698,507.

    13F-HR 0001085146-25-005906 filed by TLWM
    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 8,226 shares
    Change vs previous 13F -35 shares

    0.45% of the 13F portfolio, value $2,384,802.

    13F-HR 0001085146-25-004210 filed by TLWM
    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 8,261 shares
    Change vs previous 13F -29 shares

    0.41% of the 13F portfolio, value $2,026,429.

    13F-HR 0001085146-25-003000 filed by TLWM
    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 8,290 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,987,189.

    13F-HR 0001085146-25-000159 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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