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Disclosery

Wedmont Private Capital: JPM position timeline

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

Wedmont Private Capital held 67,827 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 67,827 shares
    Change vs previous 13F +13,816 shares

    0.54% of the 13F portfolio, value $22,479,097.

    13F-HR 0001904274-26-000006 filed by Wedmont Private Capital
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,011 shares
    Change vs previous 13F +3,424 shares

    0.5% of the 13F portfolio, value $18,172,972.

    13F-HR 0001904274-26-000005 filed by Wedmont Private Capital
    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 50,587 shares
    Change vs previous 13F +2,776 shares

    0.5% of the 13F portfolio, value $15,579,227.

    13F-HR 0001904274-26-000004 filed by Wedmont Private Capital
    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 47,811 shares
    Change vs previous 13F +1,694 shares

    0.54% of the 13F portfolio, value $15,633,822.

    13F-HR 0001904274-26-000002 filed by Wedmont Private Capital
    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 46,117 shares
    Change vs previous 13F +2,070 shares

    0.53% of the 13F portfolio, value $14,189,766.

    13F-HR 0001904274-25-000007 filed by Wedmont Private Capital
    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 44,047 shares
    Change vs previous 13F +1,548 shares

    0.53% of the 13F portfolio, value $12,472,211.

    13F-HR 0001904274-25-000005 filed by Wedmont Private Capital
    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 42,499 shares
    Change vs previous 13F +1,783 shares

    0.51% of the 13F portfolio, value $10,038,330.

    13F-HR 0001904274-25-000004 filed by Wedmont Private Capital
    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 40,716 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $9,766,549.

    13F-HR 0001904274-25-000001 filed by Wedmont Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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