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Disclosery

Welch Group, LLC: JPM position timeline

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

Welch Group, LLC held 276,835 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,835 shares
    Change vs previous 13F -169 shares

    3.1% of the 13F portfolio, value $90,616,273.

    13F-HR 0001443095-26-000006 filed by Welch Group, 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 277,004 shares
    Change vs previous 13F -4,035 shares

    3.06% of the 13F portfolio, value $81,483,573.

    13F-HR 0001443095-26-000004 filed by Welch Group, 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 281,039 shares
    Change vs previous 13F -4,133 shares

    3.49% of the 13F portfolio, value $90,556,388.

    13F-HR 0001443095-26-000001 filed by Welch Group, 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 285,172 shares
    Change vs previous 13F -361 shares

    3.51% of the 13F portfolio, value $89,951,942.

    13F-HR 0001443095-25-000008 filed by Welch Group, 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 285,533 shares
    Change vs previous 13F +1,386 shares

    3.46% of the 13F portfolio, value $82,779,008.

    13F-HR 0001443095-25-000007 filed by Welch Group, 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 284,147 shares
    Change vs previous 13F -16,924 shares

    3.04% of the 13F portfolio, value $69,005,166.

    13F-HR 0001443095-25-000003 filed by Welch Group, 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 301,071 shares
    Change vs previous 13F -4,866 shares

    3.24% of the 13F portfolio, value $72,052,267.

    13F-HR 0001443095-25-000001 filed by Welch Group, 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 305,937 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $64,509,931.

    13F-HR 0001443095-24-000004 filed by Welch Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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