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Waverly Advisors, LLC: JPM position timeline

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

Waverly Advisors, LLC held 462,140 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 462,140 shares
    Change vs previous 13F +114,144 shares

    0.88% of the 13F portfolio, value $151,271,989.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, 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 347,996 shares
    Change vs previous 13F +29,118 shares

    0.77% of the 13F portfolio, value $102,366,447.

    13F-HR 0001398344-26-009223 filed by Waverly Advisors, 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 318,878 shares
    Change vs previous 13F +91,027 shares

    0.83% of the 13F portfolio, value $102,748,878.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 227,851 shares
    Change vs previous 13F +5,967 shares

    0.72% of the 13F portfolio, value $71,871,104.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 221,884 shares
    Change vs previous 13F +3,661 shares

    0.71% of the 13F portfolio, value $64,326,319.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 218,223 shares
    Change vs previous 13F +57,928 shares

    0.65% of the 13F portfolio, value $53,530,177.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 160,295 shares
    Change vs previous 13F +36,426 shares

    0.59% of the 13F portfolio, value $38,424,226.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 123,869 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $26,118,994.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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