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Disclosery

Waterway Wealth Management, LLC: JPM position timeline

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

Waterway Wealth Management, LLC held 8,739 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,739 shares
    Change vs previous 13F +114 shares

    0.58% of the 13F portfolio, value $2,860,457.

    13F-HR 0001104659-26-082945 filed by Waterway Wealth Management, 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 8,625 shares
    Change vs previous 13F +721 shares

    0.56% of the 13F portfolio, value $2,537,217.

    13F-HR 0001104659-26-045912 filed by Waterway Wealth Management, 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 7,904 shares
    Change vs previous 13F -1,699 shares

    0.58% of the 13F portfolio, value $2,546,985.

    13F-HR 0001104659-26-015612 filed by Waterway Wealth Management, 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 9,603 shares
    Change vs previous 13F -544 shares

    0.72% of the 13F portfolio, value $3,028,973.

    13F-HR 0001104659-25-107482 filed by Waterway Wealth Management, 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 10,147 shares
    Change vs previous 13F +2,346 shares

    0.89% of the 13F portfolio, value $2,941,692.

    13F-HR 0001104659-25-078222 filed by Waterway Wealth Management, 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 7,801 shares
    Change vs previous 13F +3,057 shares

    0.8% of the 13F portfolio, value $1,913,636.

    13F-HR 0001104659-25-045968 filed by Waterway Wealth Management, 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 4,744 shares
    Change vs previous 13F +178 shares

    0.5% of the 13F portfolio, value $1,137,160.

    13F-HR 0001104659-25-009435 filed by Waterway Wealth Management, 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 4,566 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $962,793.

    13F-HR 0001104659-24-110214 filed by Waterway Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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