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Disclosery

Wambolt & Associates, LLC: JPM position timeline

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

Wambolt & Associates, LLC held 4,267 JPM shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,267 shares
    Change vs previous 13F -194 shares

    0.42% of the 13F portfolio, value $1,239,290.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 4,461 shares
    Change vs previous 13F -1,013 shares

    0.37% of the 13F portfolio, value $1,087,041.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 5,474 shares
    Change vs previous 13F -3,265 shares

    0.42% of the 13F portfolio, value $1,312,399.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 8,739 shares
    Change vs previous 13F -622 shares

    0.49% of the 13F portfolio, value $1,809,621.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 9,361 shares
    Change vs previous 13F +44 shares

    0.56% of the 13F portfolio, value $1,923,227.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 9,317 shares
    Change vs previous 13F -4,677 shares

    0.55% of the 13F portfolio, value $1,853,464.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 13,994 shares
    Change vs previous 13F -1,114 shares

    0.78% of the 13F portfolio, value $2,380,360.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 15,108 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,172,109.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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