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Disclosery

WealthShield Partners, LLC: JPM position timeline

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

WealthShield Partners, LLC held 26,655 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,655 shares
    Change vs previous 13F -4,723 shares

    1.33% of the 13F portfolio, value $8,724,941.

    13F-HR 0001398344-26-014166 filed by WealthShield Partners, 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 31,378 shares
    Change vs previous 13F +214 shares

    1.03% of the 13F portfolio, value $9,230,194.

    13F-HR 0001398344-26-008094 filed by WealthShield Partners, 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 31,164 shares
    Change vs previous 13F -242 shares

    1.11% of the 13F portfolio, value $10,041,744.

    13F-HR 0001398344-26-001942 filed by WealthShield Partners, 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 31,406 shares
    Change vs previous 13F -79 shares

    1.12% of the 13F portfolio, value $9,906,278.

    13F-HR 0001398344-25-020099 filed by WealthShield Partners, 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 31,485 shares
    Change vs previous 13F -537 shares

    1.1% of the 13F portfolio, value $9,127,849.

    13F-HR 0001398344-25-014826 filed by WealthShield Partners, 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 32,022 shares
    Change vs previous 13F +2,765 shares

    1.01% of the 13F portfolio, value $7,855,020.

    13F-HR 0001398344-25-009105 filed by WealthShield Partners, 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 29,257 shares
    Change vs previous 13F -2,867 shares

    0.99% of the 13F portfolio, value $7,013,174.

    13F-HR 0001398344-25-001803 filed by WealthShield Partners, 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 32,124 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $6,773,569.

    13F-HR 0001398344-24-019902 filed by WealthShield Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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