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Disclosery

Wealth Architects, LLC: JPM position timeline

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

Wealth Architects, LLC held 12,817 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,817 shares
    Change vs previous 13F -110 shares

    0.33% of the 13F portfolio, value $4,195,605.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, 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 12,927 shares
    Change vs previous 13F -181 shares

    0.34% of the 13F portfolio, value $3,802,506.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, 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 13,108 shares
    Change vs previous 13F -226 shares

    0.38% of the 13F portfolio, value $4,223,550.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, 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 13,334 shares
    Change vs previous 13F -137 shares

    0.4% of the 13F portfolio, value $4,205,836.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, 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 13,471 shares
    Change vs previous 13F -204 shares

    0.4% of the 13F portfolio, value $3,905,279.

    13F-HR 0001611518-25-000008 filed by Wealth Architects, 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/A 13,675 shares
    Change vs previous 13F +3,208 shares

    0.37% of the 13F portfolio, value $3,354,394.

    13F-HR/A 0001611518-25-000003 filed by Wealth Architects, 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 10,467 shares
    Change vs previous 13F +59 shares

    0.28% of the 13F portfolio, value $2,508,963.

    13F-HR 0001581794-25-000006 filed by Wealth Architects, 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 10,408 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,194,559.

    13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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