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Disclosery

Wernau Asset Management Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wernau Asset Management Inc. on JPM, newest first. How the timeline and the estimate are built.

Wernau Asset Management Inc. held 9,835 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,835 shares
    Change vs previous 13F +220 shares

    3.05% of the 13F portfolio, value $3,219,496.

    13F-HR 0001172661-26-002995 filed by Wernau Asset Management 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 9,615 shares
    Change vs previous 13F +24 shares

    2.94% of the 13F portfolio, value $2,828,348.

    13F-HR 0001172661-26-001521 filed by Wernau Asset Management 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 9,591 shares
    Change vs previous 13F +18 shares

    3.07% of the 13F portfolio, value $3,090,412.

    13F-HR 0001172661-26-000240 filed by Wernau Asset Management 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 9,573 shares
    Change vs previous 13F -535 shares

    3.12% of the 13F portfolio, value $3,019,611.

    13F-HR 0001172661-25-004635 filed by Wernau Asset Management 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 10,108 shares
    Change vs previous 13F -1,450 shares

    3.31% of the 13F portfolio, value $2,930,410.

    13F-HR 0001172661-25-003031 filed by Wernau Asset Management 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 11,558 shares
    Change vs previous 13F -37 shares

    2.93% of the 13F portfolio, value $2,835,177.

    13F-HR 0001172661-25-001592 filed by Wernau Asset Management 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 11,595 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $2,779,437.

    13F-HR 0001172661-25-000522 filed by Wernau Asset Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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