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Watts Gwilliam & Co., LLC: JPM position timeline

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

Watts Gwilliam & Co., LLC held 16,711 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 16,711 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $5,271,119.

    13F-HR 0001657733-25-000006 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 16,711 shares
    Change vs previous 13F -214 shares

    0.86% of the 13F portfolio, value $5,234,355.

    13F-HR 0001657733-25-000004 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 16,925 shares
    Change vs previous 13F +519 shares

    0.9% of the 13F portfolio, value $4,151,797.

    13F-HR 0001657733-25-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 16,406 shares
    Change vs previous 13F -1,064 shares

    0.84% of the 13F portfolio, value $3,989,507.

    13F-HR 0001657733-25-000001 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 17,470 shares
    Change vs previous 13F +2,900 shares

    0.8% of the 13F portfolio, value $3,681,778.

    13F-HR 0001657733-24-000005 filed by Watts Gwilliam & Co., 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 14,570 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $2,936,095.

    13F-HR 0001657733-24-000002 filed by Watts Gwilliam & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

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