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Western Wealth Management, LLC: JPM position timeline

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

Western Wealth Management, LLC held 64,631 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,631 shares
    Change vs previous 13F +942 shares

    0.69% of the 13F portfolio, value $21,155,680.

    13F-HR 0001767902-26-000006 filed by Western Wealth Management, 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/A 63,689 shares
    Change vs previous 13F +20,961 shares

    0.71% of the 13F portfolio, value $18,734,622.

    13F-HR/A 0001767902-26-000005 filed by Western Wealth Management, 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 42,728 shares
    Change vs previous 13F +3,256 shares

    0.64% of the 13F portfolio, value $13,767,682.

    13F-HR 0001767902-26-000002 filed by Western Wealth Management, 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 39,472 shares
    Change vs previous 13F +937 shares

    0.66% of the 13F portfolio, value $12,450,599.

    13F-HR 0001767902-25-000009 filed by Western Wealth Management, 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 38,535 shares
    Change vs previous 13F +2,257 shares

    0.66% of the 13F portfolio, value $11,171,639.

    13F-HR 0001908177-25-000004 filed by Western Wealth Management, 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 36,278 shares
    Change vs previous 13F +1,095 shares

    0.59% of the 13F portfolio, value $8,898,993.

    13F-HR 0001767902-25-000006 filed by Western Wealth Management, 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/A 35,183 shares
    Change vs previous 13F -16,744 shares

    0.55% of the 13F portfolio, value $8,433,822.

    13F-HR/A 0001767902-25-000004 filed by Western Wealth Management, 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 51,927 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $10,949,433.

    13F-HR 0001085146-24-005487 filed by Western Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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