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Disclosery

WealthBridge Investment Counsel Inc.: JPM position timeline

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

WealthBridge Investment Counsel Inc. held 55,806 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 55,806 shares
    Change vs previous 13F -1,922 shares

    4.9% of the 13F portfolio, value $18,462,000.

    13F-HR 0001799425-26-000005 filed by WealthBridge Investment Counsel Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 57,728 shares
    Change vs previous 13F -488 shares

    5.05% of the 13F portfolio, value $18,896,000.

    13F-HR 0001799425-26-000003 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 58,216 shares
    Change vs previous 13F -485 shares

    5.23% of the 13F portfolio, value $17,125,000.

    13F-HR 0001799425-26-000002 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 58,701 shares
    Change vs previous 13F -420 shares

    5.68% of the 13F portfolio, value $18,915,000.

    13F-HR 0001799425-26-000001 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 59,121 shares
    Change vs previous 13F -600 shares

    5.75% of the 13F portfolio, value $18,649,000.

    13F-HR 0001799425-25-000008 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 59,721 shares
    Change vs previous 13F -1,410 shares

    5.61% of the 13F portfolio, value $17,314,000.

    13F-HR 0001799425-25-000005 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 61,131 shares
    Change vs previous 13F -455 shares

    5.46% of the 13F portfolio, value $14,995,000.

    13F-HR 0001799425-25-000004 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 61,586 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $14,763,000.

    13F-HR 0001799425-25-000001 filed by WealthBridge Investment Counsel Inc.
    Filed (acceptance time not in the bulk data set), ingested

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