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Disclosery

Warner Group LLC: JPM position timeline

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

Warner Group LLC held 6,623 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,623 shares
    Change vs previous 13F +5,191 shares

    0.53% of the 13F portfolio, value $2,167,909.

    13F-HR 0002073617-26-000004 filed by Warner Group 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 1,432 shares
    Change vs previous 13F +288 shares

    0.28% of the 13F portfolio, value $421,235.

    13F-HR 0002073617-26-000003 filed by Warner Group 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 1,144 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $368,621.

    13F-HR 0002073617-26-000001 filed by Warner Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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