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Wilkins Miller Wealth Management, LLC: JPM position timeline

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

Wilkins Miller Wealth Management, LLC held 5,574 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,574 shares
    Change vs previous 13F -46 shares

    1.04% of the 13F portfolio, value $1,844,016.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,620 shares
    Change vs previous 13F +167 shares

    1.01% of the 13F portfolio, value $1,839,641.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller 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 ended2026-03-31
    13F 5,453 shares
    Change vs previous 13F -162 shares

    0.97% of the 13F portfolio, value $1,604,163.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller 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 ended2025-12-31
    13F 5,615 shares
    Change vs previous 13F +19 shares

    1.08% of the 13F portfolio, value $1,809,585.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller 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 ended2025-09-30
    13F 5,596 shares
    Change vs previous 13F +30 shares

    1.09% of the 13F portfolio, value $1,765,438.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller 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 ended2025-06-30
    13F 5,566 shares
    Change vs previous 13F -168 shares

    1.1% of the 13F portfolio, value $1,613,803.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller 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 ended2025-03-31
    13F 5,734 shares
    Change vs previous 13F +20 shares

    1.06% of the 13F portfolio, value $1,406,741.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller 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 ended2024-12-31
    13F 5,714 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $1,370,149.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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