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Whitaker-Myers Wealth Managers, LTD.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whitaker-Myers Wealth Managers, LTD. on JPM, newest first. How the timeline and the estimate are built.

Whitaker-Myers Wealth Managers, LTD. held 7,299 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,299 shares
    Change vs previous 13F +676 shares

    0.39% of the 13F portfolio, value $2,414,858.

    13F-HR 0002085853-26-001124 filed by Whitaker-Myers Wealth Managers, LTD.
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,623 shares
    Change vs previous 13F +2,315 shares

    0.36% of the 13F portfolio, value $2,168,067.

    13F-HR 0002085853-26-000666 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,308 shares
    Change vs previous 13F -87 shares

    0.25% of the 13F portfolio, value $1,267,308.

    13F-HR 0002085853-26-000304 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,395 shares
    Change vs previous 13F +53 shares

    0.3% of the 13F portfolio, value $1,416,029.

    13F-HR 0002085853-26-000069 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,342 shares
    Change vs previous 13F -4,221 shares

    0.3% of the 13F portfolio, value $1,369,470.

    13F-HR 0002085853-25-000104 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,563 shares
    Change vs previous 13F +2,496 shares

    0.63% of the 13F portfolio, value $2,482,554.

    13F-HR 0001667731-25-000741 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,067 shares
    Change vs previous 13F +2,373 shares

    0.42% of the 13F portfolio, value $1,488,302.

    13F-HR 0001667731-25-000415 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,694 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $885,410.

    13F-HR 0001667731-25-000038 filed by Whitaker-Myers Wealth Managers, LTD.
    Filed (acceptance time not in the bulk data set), ingested

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