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Disclosery

Wealth Management Associates, Inc.: JPM position timeline

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

Wealth Management Associates, Inc. held 8,631 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,631 shares
    Change vs previous 13F +305 shares

    0.78% of the 13F portfolio, value $2,825,166.

    13F-HR 0001214659-26-008730 filed by Wealth Management Associates, Inc.
    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 8,326 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $2,449,273.

    13F-HR 0001214659-26-006030 filed by Wealth Management Associates, Inc.
    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 8,326 shares
    Change vs previous 13F -371 shares

    0.93% of the 13F portfolio, value $2,682,700.

    13F-HR 0001214659-26-000620 filed by Wealth Management Associates, Inc.
    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 8,697 shares
    Change vs previous 13F -40 shares

    0.97% of the 13F portfolio, value $2,743,335.

    13F-HR 0001214659-25-015125 filed by Wealth Management Associates, Inc.
    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 8,737 shares
    Change vs previous 13F +572 shares

    0.99% of the 13F portfolio, value $2,532,869.

    13F-HR 0001214659-25-011396 filed by Wealth Management Associates, Inc.
    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 8,165 shares
    Change vs previous 13F -20 shares

    0.86% of the 13F portfolio, value $2,002,808.

    13F-HR 0001214659-25-008456 filed by Wealth Management Associates, Inc.
    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 8,185 shares
    Change vs previous 13F -43 shares

    0.84% of the 13F portfolio, value $1,962,124.

    13F-HR 0001214659-25-008455 filed by Wealth Management Associates, Inc.
    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 8,228 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,735,015.

    13F-HR 0001214659-25-008454 filed by Wealth Management Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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