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Wellspring Financial Advisors, LLC: JPM position timeline

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

Wellspring Financial Advisors, LLC held 17,097 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,097 shares
    Change vs previous 13F -632 shares

    0.37% of the 13F portfolio, value $5,597,208.

    13F-HR 0001104659-26-084987 filed by Wellspring Financial Advisors, 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 17,729 shares
    Change vs previous 13F +1,416 shares

    0.39% of the 13F portfolio, value $5,215,176.

    13F-HR 0001104659-26-062007 filed by Wellspring Financial Advisors, 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 16,313 shares
    Change vs previous 13F +12,803 shares

    0.42% of the 13F portfolio, value $5,260,630.

    13F-HR 0001104659-26-013314 filed by Wellspring Financial Advisors, 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 3,510 shares
    Change vs previous 13F -956 shares

    0.1% of the 13F portfolio, value $1,107,174.

    13F-HR 0001104659-25-111176 filed by Wellspring Financial Advisors, 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 4,466 shares
    Change vs previous 13F +317 shares

    0.13% of the 13F portfolio, value $1,293,702.

    13F-HR 0001104659-25-077409 filed by Wellspring Financial Advisors, 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 4,149 shares
    Change vs previous 13F +146 shares

    0.11% of the 13F portfolio, value $1,016,842.

    13F-HR 0001104659-25-049166 filed by Wellspring Financial Advisors, 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 4,003 shares
    Change vs previous 13F -322 shares

    0.1% of the 13F portfolio, value $959,424.

    13F-HR 0001104659-25-012607 filed by Wellspring Financial Advisors, 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 4,325 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $911,979.

    13F-HR 0001104659-24-117416 filed by Wellspring Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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