Skip to content
Disclosery

WFA Asset Management Corp: JPM position timeline

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

WFA Asset Management Corp held 1,058 JPM shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,058 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $223,128.

    13F-HR 0001994434-25-000010 filed by WFA Asset Management Corp
    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 1,053 shares
    Change vs previous 13F -163 shares

    0.12% of the 13F portfolio, value $212,893.

    13F-HR 0001994434-25-000006 filed by WFA Asset Management Corp
    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 1,216 shares
    Change vs previous 13F +152 shares

    0.13% of the 13F portfolio, value $243,642.

    13F-HR 0001994434-25-000002 filed by WFA Asset Management Corp
    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 1,064 shares
    Change vs previous 13F +6 shares

    0.14% of the 13F portfolio, value $255,073.

    13F-HR 0001994434-25-000001 filed by WFA Asset Management Corp
    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 1,058 shares
    Change vs previous 13F +5 shares

    0.12% of the 13F portfolio, value $223,128.

    13F-HR 0001994434-24-000009 filed by WFA Asset Management Corp
    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 1,053 shares
    Change vs previous 13F -163 shares

    0.12% of the 13F portfolio, value $212,893.

    13F-HR 0001994434-24-000006 filed by WFA Asset Management Corp
    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/A 1,216 shares
    Change vs previous 13F +412 shares

    0.13% of the 13F portfolio, value $243,642.

    13F-HR/A 0001994434-24-000005 filed by WFA Asset Management Corp
    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/A 804 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $136,842.

    13F-HR/A 0001994434-24-000004 filed by WFA Asset Management Corp
    Filed (acceptance time not in the bulk data set), ingested

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