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Disclosery

WASATCH ADVISORS LP: JPM position timeline

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

WASATCH ADVISORS LP held 20,510 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,510 shares
    Change vs previous 13F -164 shares

    0.04% of the 13F portfolio, value $6,713,538.

    13F-HR 0000814133-26-000075 filed by WASATCH ADVISORS LP
    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 20,674 shares
    Change vs previous 13F +1,000 shares

    0.04% of the 13F portfolio, value $6,081,464.

    13F-HR 0000814133-26-000038 filed by WASATCH ADVISORS LP
    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 19,674 shares
    Change vs previous 13F -98 shares

    0.04% of the 13F portfolio, value $6,339,356.

    13F-HR 0000814133-26-000027 filed by WASATCH ADVISORS LP
    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 19,772 shares
    Change vs previous 13F +88 shares

    0.03% of the 13F portfolio, value $6,236,682.

    13F-HR 0000814133-25-000124 filed by WASATCH ADVISORS LP
    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 19,684 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $5,706,588.

    13F-HR 0000814133-25-000074 filed by WASATCH ADVISORS LP
    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 19,684 shares
    Change vs previous 13F +500 shares

    0.03% of the 13F portfolio, value $4,828,485.

    13F-HR 0000814133-25-000058 filed by WASATCH ADVISORS LP
    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 19,184 shares
    Change vs previous 13F -1,036 shares

    0.02% of the 13F portfolio, value $4,598,597.

    13F-HR 0000814133-25-000029 filed by WASATCH ADVISORS LP
    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 20,220 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $4,263,589.

    13F-HR 0000814133-24-000115 filed by WASATCH ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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