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Waratah Capital Advisors Ltd.: JPM position timeline

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

Waratah Capital Advisors Ltd. held 810 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 810 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $265,137.

    13F-HR 0002060757-26-000046 filed by Waratah Capital Advisors 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 823 shares
    Change vs previous 13F -248 shares

    0.02% of the 13F portfolio, value $242,094.

    13F-HR 0002060757-26-000028 filed by Waratah Capital Advisors 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 1,071 shares
    Change vs previous 13F -38,044 shares

    0.03% of the 13F portfolio, value $345,098.

    13F-HR 0002060757-26-000003 filed by Waratah Capital Advisors 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 39,115 shares
    Change vs previous 13F +2,512 shares

    0.84% of the 13F portfolio, value $12,338,044.

    13F-HR 0002060757-25-000005 filed by Waratah Capital Advisors 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 36,603 shares
    Change vs previous 13F -16,539 shares

    0.72% of the 13F portfolio, value $10,611,576.

    13F-HR 0001539919-25-000003 filed by Waratah Capital Advisors 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 53,142 shares
    Change vs previous 13F +51,218 shares

    0.89% of the 13F portfolio, value $13,035,733.

    13F-HR 0001539919-25-000002 filed by Waratah Capital Advisors 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 1,924 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $461,202.

    13F-HR 0001539919-25-000001 filed by Waratah Capital Advisors Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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