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Wells Trecaso Financial Group, LLC: JPM position timeline

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

Wells Trecaso Financial Group, LLC held 37,574 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 37,574 shares
    Change vs previous 13F -26,506 shares

    5.63% of the 13F portfolio, value $11,851,906.

    13F-HR 0001737987-25-000002 filed by Wells Trecaso Financial 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 ended2025-06-30
    13F 64,080 shares
    Change vs previous 13F -20 shares

    5.74% of the 13F portfolio, value $18,577,142.

    13F-HR 0001221073-25-000061 filed by Wells Trecaso Financial 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 ended2025-03-31
    13F 64,100 shares
    Change vs previous 13F +127 shares

    5.24% of the 13F portfolio, value $15,723,417.

    13F-HR 0001221073-25-000040 filed by Wells Trecaso Financial 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 ended2024-12-31
    13F 63,973 shares
    Change vs previous 13F -646 shares

    5.01% of the 13F portfolio, value $15,335,032.

    13F-HR 0001221073-25-000002 filed by Wells Trecaso Financial 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 ended2024-09-30
    13F 64,619 shares
    Change vs previous 13F -288 shares

    4.48% of the 13F portfolio, value $13,625,463.

    13F-HR 0001221073-24-000091 filed by Wells Trecaso Financial 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 ended2024-06-30
    13F 64,907 shares
    Change vs previous 13F -378 shares

    4.54% of the 13F portfolio, value $13,127,870.

    13F-HR 0001221073-24-000062 filed by Wells Trecaso Financial 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 ended2024-03-31
    13F 65,285 shares
    Change vs previous 13F +741 shares

    4.62% of the 13F portfolio, value $13,076,479.

    13F-HR 0001221073-24-000029 filed by Wells Trecaso Financial 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 ended2023-12-31
    13F 64,544 shares
    Change vs previous 13F not available

    4.43% of the 13F portfolio, value $10,979,015.

    13F-HR 0001221073-24-000003 filed by Wells Trecaso Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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