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Disclosery

Vawter Financial, Ltd.: JPM position timeline

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

Vawter Financial, Ltd. held 3,442 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 3,442 shares
    Change vs previous 13F +116 shares

    0.42% of the 13F portfolio, value $1,126,726.

    13F-HR 0001974403-26-000003 filed by Vawter Financial, Ltd.
    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/A 3,326 shares
    Change vs previous 13F -484 shares

    0.41% of the 13F portfolio, value $978,427.

    13F-HR/A 0001974403-26-000007 filed by Vawter Financial, Ltd.
    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/A 3,810 shares
    Change vs previous 13F +2 shares

    0.52% of the 13F portfolio, value $1,227,714.

    13F-HR/A 0001974403-26-000006 filed by Vawter Financial, Ltd.
    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/A 3,808 shares
    Change vs previous 13F +2,877 shares

    0.55% of the 13F portfolio, value $1,201,212.

    13F-HR/A 0001974403-26-000005 filed by Vawter Financial, Ltd.
    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/A 931 shares
    Change vs previous 13F -3,040 shares

    3.05% of the 13F portfolio, value $269,956.

    13F-HR/A 0001974403-26-000004 filed by Vawter Financial, Ltd.
    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 3,971 shares
    Change vs previous 13F +41 shares

    0.55% of the 13F portfolio, value $974,128.

    13F-HR 0001974403-25-000002 filed by Vawter Financial, Ltd.
    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 3,930 shares
    Change vs previous 13F +30 shares

    0.57% of the 13F portfolio, value $942,102.

    13F-HR 0001974403-25-000001 filed by Vawter Financial, Ltd.
    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 3,900 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $822,390.

    13F-HR 0001974403-24-000006 filed by Vawter Financial, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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