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Disclosery

Wharton Business Group, LLC: JPM position timeline

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

Wharton Business Group, LLC held 162,098 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,098 shares
    Change vs previous 13F -305 shares

    1.77% of the 13F portfolio, value $53,059,566.

    13F-HR 0001513126-26-000003 filed by Wharton Business Group, 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 162,403 shares
    Change vs previous 13F -175 shares

    1.8% of the 13F portfolio, value $47,772,454.

    13F-HR 0001513126-26-000002 filed by Wharton Business Group, 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 162,578 shares
    Change vs previous 13F -4,685 shares

    1.99% of the 13F portfolio, value $52,385,827.

    13F-HR 0001513126-26-000001 filed by Wharton Business Group, 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 167,263 shares
    Change vs previous 13F -27,180 shares

    2.3% of the 13F portfolio, value $52,759,673.

    13F-HR 0001513126-25-000006 filed by Wharton Business Group, 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 194,443 shares
    Change vs previous 13F -20,965 shares

    2.38% of the 13F portfolio, value $56,298,000.

    13F-HR 0001513126-25-000005 filed by Wharton Business Group, 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 215,408 shares
    Change vs previous 13F -427 shares

    2.39% of the 13F portfolio, value $52,840,000.

    13F-HR 0001513126-25-000003 filed by Wharton Business Group, 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 215,835 shares
    Change vs previous 13F -2,920 shares

    2.34% of the 13F portfolio, value $51,738,000.

    13F-HR 0001513126-25-000001 filed by Wharton Business Group, 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 218,755 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $46,127,000.

    13F-HR 0001513126-24-000004 filed by Wharton Business Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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