Skip to content
Disclosery

TradeWell Securities, LLC.: JPM position timeline

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

TradeWell Securities, LLC. held 12,204 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,204 shares
    Change vs previous 13F -35 shares

    1.43% of the 13F portfolio, value $3,994,724.

    13F-HR 0002085853-26-000884 filed by TradeWell Securities, 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 12,239 shares
    Change vs previous 13F +23 shares

    1.52% of the 13F portfolio, value $3,600,231.

    13F-HR 0002085853-26-000368 filed by TradeWell Securities, 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 12,216 shares
    Change vs previous 13F -117 shares

    1.53% of the 13F portfolio, value $3,936,293.

    13F-HR 0002085853-26-000225 filed by TradeWell Securities, 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 12,333 shares
    Change vs previous 13F +34 shares

    1.61% of the 13F portfolio, value $3,831,994.

    13F-HR 0002085853-25-000049 filed by TradeWell Securities, 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 12,299 shares
    Change vs previous 13F +730 shares

    1.71% of the 13F portfolio, value $3,565,618.

    13F-HR 0002085853-25-000007 filed by TradeWell Securities, 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 11,569 shares
    Change vs previous 13F +65 shares

    1.56% of the 13F portfolio, value $2,837,776.

    13F-HR 0001667731-25-000561 filed by TradeWell Securities, 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 11,504 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $2,757,580.

    13F-HR 0001667731-25-000560 filed by TradeWell Securities, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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