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Disclosery

WEALTH EFFECTS LLC: JPM position timeline

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

WEALTH EFFECTS LLC held 30,178 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,178 shares
    Change vs previous 13F +478 shares

    2.67% of the 13F portfolio, value $9,878,037.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS 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 29,700 shares
    Change vs previous 13F +128 shares

    3.1% of the 13F portfolio, value $8,736,560.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS 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 29,572 shares
    Change vs previous 13F -117 shares

    2.98% of the 13F portfolio, value $9,528,629.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS 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 29,689 shares
    Change vs previous 13F +47 shares

    3.01% of the 13F portfolio, value $9,364,860.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS 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 29,642 shares
    Change vs previous 13F +361 shares

    3.22% of the 13F portfolio, value $8,593,651.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS 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 29,281 shares
    Change vs previous 13F -1,270 shares

    3.02% of the 13F portfolio, value $7,182,620.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS 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 30,551 shares
    Change vs previous 13F -199 shares

    2.6% of the 13F portfolio, value $7,323,479.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS 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 30,750 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $6,483,868.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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