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Wealthfront Advisers LLC: JPM position timeline

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

Wealthfront Advisers LLC held 372,908 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,908 shares
    Change vs previous 13F +3,163 shares

    0.23% of the 13F portfolio, value $122,063,976.

    13F-HR 0002085853-26-000956 filed by Wealthfront Advisers 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 369,745 shares
    Change vs previous 13F +9,967 shares

    0.24% of the 13F portfolio, value $108,764,189.

    13F-HR 0002085853-26-000564 filed by Wealthfront Advisers 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 359,778 shares
    Change vs previous 13F +1,879 shares

    0.26% of the 13F portfolio, value $115,927,667.

    13F-HR 0002085853-26-000151 filed by Wealthfront Advisers 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 357,899 shares
    Change vs previous 13F +6,415 shares

    0.27% of the 13F portfolio, value $112,892,082.

    13F-HR 0002085853-25-000235 filed by Wealthfront Advisers 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 351,484 shares
    Change vs previous 13F +33,493 shares

    0.26% of the 13F portfolio, value $101,898,726.

    13F-HR 0001667731-25-001032 filed by Wealthfront Advisers 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 317,991 shares
    Change vs previous 13F +28,829 shares

    0.21% of the 13F portfolio, value $78,003,193.

    13F-HR 0001667731-25-000578 filed by Wealthfront Advisers 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/A 289,162 shares
    Change vs previous 13F +16,746 shares

    0.2% of the 13F portfolio, value $69,315,023.

    13F-HR/A 0001667731-25-000354 filed by Wealthfront Advisers 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 272,416 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $57,441,638.

    13F-HR 0001763921-24-000010 filed by Wealthfront Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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