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Disclosery

Waldron Private Wealth LLC: JPM position timeline

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

Waldron Private Wealth LLC held 21,060 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,060 shares
    Change vs previous 13F -360 shares

    0.24% of the 13F portfolio, value $6,893,790.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 21,420 shares
    Change vs previous 13F +759 shares

    0.25% of the 13F portfolio, value $6,301,106.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 20,661 shares
    Change vs previous 13F -2,468 shares

    0.26% of the 13F portfolio, value $6,657,709.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 23,129 shares
    Change vs previous 13F +333 shares

    0.3% of the 13F portfolio, value $7,295,893.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 22,796 shares
    Change vs previous 13F -692 shares

    0.29% of the 13F portfolio, value $6,609,077.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 23,488 shares
    Change vs previous 13F -24,344 shares

    0.27% of the 13F portfolio, value $5,761,853.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 47,832 shares
    Change vs previous 13F +1,723 shares

    0.46% of the 13F portfolio, value $11,466,049.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth LLC
    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 46,109 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $9,722,751.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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