WADE G W & INC: JPM position timeline

WADE G W & INC held 218,234 JPM shares at 2023-12-31 per its 13F-HR filed 2024-02-08.

the latest 13F is the newest step

1. period ended2023-12-31

   13F 218,234 shares

   Change vs previous 13F +5,055 shares

   1.21% of the 13F portfolio, value $37,122,000.

   13F-HR 0001580642-24-000847 filed by WADE G W & INC
   Filed 2024-02-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

2. period ended2023-09-30

   13F 213,179 shares

   Change vs previous 13F +2,488 shares

   1.15% of the 13F portfolio, value $30,915,000.

   13F-HR 0001580642-23-006128 filed by WADE G W & INC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

3. period ended2023-06-30

   13F 210,691 shares

   Change vs previous 13F -2,182 shares

   1.11% of the 13F portfolio, value $30,643,000.

   13F-HR 0001580642-23-004170 filed by WADE G W & INC
   Filed 2023-08-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

4. period ended2023-03-31

   13F 212,873 shares

   Change vs previous 13F +3,468 shares

   1.07% of the 13F portfolio, value $27,739,000.

   13F-HR 0001580642-23-002645 filed by WADE G W & INC
   Filed 2023-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

5. period ended2022-12-31

   13F 209,405 shares

   Change vs previous 13F +14,392 shares

   1.15% of the 13F portfolio, value $28,081,000.

   13F-HR 0001580642-23-000803 filed by WADE G W & INC
   Filed 2023-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

6. period ended2022-09-30

   13F 195,013 shares

   Change vs previous 13F +3,938 shares

   1% of the 13F portfolio, value $20,379,000.

   13F-HR 0001580642-22-005737 filed by WADE G W & INC
   Filed 2022-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

7. period ended2022-06-30

   13F 191,075 shares

   Change vs previous 13F +7,412 shares

   0.98% of the 13F portfolio, value $21,517,000.

   13F-HR 0001580642-22-003989 filed by WADE G W & INC
   Filed 2022-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

8. period ended2022-03-31

   13F 183,663 shares

   Change vs previous 13F not available

   1.07% of the 13F portfolio, value $25,037,000.

   13F-HR 0001580642-22-002717 filed by WADE G W & INC
   Filed 2022-05-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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