Skip to content
Disclosery

WEST PACES ADVISORS INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEST PACES ADVISORS INC. on JPM, newest first. How the timeline and the estimate are built.

WEST PACES ADVISORS INC. held 11,218 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 11,218 shares
    Change vs previous 13F +264 shares

    0.62% of the 13F portfolio, value $3,671,988.

    13F-HR 0001398344-26-012281 filed by WEST PACES ADVISORS 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 10,954 shares
    Change vs previous 13F -43 shares

    0.62% of the 13F portfolio, value $3,222,229.

    13F-HR 0001398344-26-008327 filed by WEST PACES ADVISORS 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 10,997 shares
    Change vs previous 13F +40 shares

    0.69% of the 13F portfolio, value $3,543,453.

    13F-HR 0001398344-26-000988 filed by WEST PACES ADVISORS 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 10,957 shares
    Change vs previous 13F -293 shares

    0.69% of the 13F portfolio, value $3,456,167.

    13F-HR 0001398344-25-019519 filed by WEST PACES ADVISORS 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 11,250 shares
    Change vs previous 13F -56 shares

    0.69% of the 13F portfolio, value $3,261,488.

    13F-HR 0001398344-25-013608 filed by WEST PACES ADVISORS 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 11,306 shares
    Change vs previous 13F +106 shares

    0.63% of the 13F portfolio, value $2,773,362.

    13F-HR 0001398344-25-007123 filed by WEST PACES ADVISORS 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 11,200 shares
    Change vs previous 13F -194 shares

    0.66% of the 13F portfolio, value $2,684,752.

    13F-HR 0001398344-25-002933 filed by WEST PACES ADVISORS INC.
    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 11,394 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $2,402,539.

    13F-HR 0001398344-24-018870 filed by WEST PACES ADVISORS INC.
    Filed (acceptance time not in the bulk data set), ingested

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