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Disclosery

WealthTrust Axiom LLC: JPM position timeline

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

WealthTrust Axiom LLC held 5,508 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,508 shares
    Change vs previous 13F -135 shares

    0.4% of the 13F portfolio, value $1,802,953.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 5,643 shares
    Change vs previous 13F -80 shares

    0.41% of the 13F portfolio, value $1,659,825.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 5,723 shares
    Change vs previous 13F +42 shares

    0.47% of the 13F portfolio, value $1,844,079.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 5,681 shares
    Change vs previous 13F +1 shares

    0.48% of the 13F portfolio, value $1,791,827.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 5,680 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,646,730.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 5,680 shares
    Change vs previous 13F -62 shares

    0.42% of the 13F portfolio, value $1,393,207.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 5,742 shares
    Change vs previous 13F -34 shares

    0.41% of the 13F portfolio, value $1,376,461.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 5,776 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,217,864.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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