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Disclosery

Weaver C. Barksdale & Associates, Inc.: JPM position timeline

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

Weaver C. Barksdale & Associates, Inc. held 7,494 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,494 shares
    Change vs previous 13F -9 shares

    2.2% of the 13F portfolio, value $2,452,977.

    13F-HR 0001214659-26-010105 filed by Weaver C. Barksdale & 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 7,503 shares
    Change vs previous 13F +428 shares

    2.11% of the 13F portfolio, value $2,208,080.

    13F-HR 0001214659-26-006136 filed by Weaver C. Barksdale & 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 7,075 shares
    Change vs previous 13F -604 shares

    2.39% of the 13F portfolio, value $2,278,664.

    13F-HR 0001214659-26-001653 filed by Weaver C. Barksdale & 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 7,679 shares
    Change vs previous 13F -497 shares

    2.33% of the 13F portfolio, value $2,421,999.

    13F-HR 0001214659-25-016245 filed by Weaver C. Barksdale & 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 8,176 shares
    Change vs previous 13F -738 shares

    2.27% of the 13F portfolio, value $2,370,783.

    13F-HR 0001214659-25-011831 filed by Weaver C. Barksdale & 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 8,914 shares
    Change vs previous 13F -835 shares

    2.1% of the 13F portfolio, value $2,186,466.

    13F-HR 0001214659-25-007513 filed by Weaver C. Barksdale & 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 9,749 shares
    Change vs previous 13F -251 shares

    2.24% of the 13F portfolio, value $2,339,041.

    13F-HR 0001214659-25-002428 filed by Weaver C. Barksdale & 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 10,000 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,108,646.

    13F-HR 0001214659-24-018832 filed by Weaver C. Barksdale & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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