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Wilkinson Global Asset Management LLC: JPM position timeline

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

Wilkinson Global Asset Management LLC held 248,470 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,470 shares
    Change vs previous 13F -82,769 shares

    6.46% of the 13F portfolio, value $81,331,685.

    13F-HR 0001172661-26-003135 filed by Wilkinson Global Asset 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 331,239 shares
    Change vs previous 13F -22,818 shares

    7.42% of the 13F portfolio, value $97,437,264.

    13F-HR 0001172661-26-001793 filed by Wilkinson Global Asset 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 354,057 shares
    Change vs previous 13F -26,878 shares

    7.79% of the 13F portfolio, value $114,084,246.

    13F-HR 0001172661-26-000627 filed by Wilkinson Global Asset 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 380,935 shares
    Change vs previous 13F -12,307 shares

    7.56% of the 13F portfolio, value $120,158,327.

    13F-HR 0001172661-25-004575 filed by Wilkinson Global Asset 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 393,242 shares
    Change vs previous 13F -55,287 shares

    7.17% of the 13F portfolio, value $114,004,788.

    13F-HR 0001172661-25-003001 filed by Wilkinson Global Asset 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 448,529 shares
    Change vs previous 13F -6,879 shares

    6.88% of the 13F portfolio, value $110,024,164.

    13F-HR 0001172661-25-001556 filed by Wilkinson Global Asset 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 455,408 shares
    Change vs previous 13F -33,972 shares

    6.71% of the 13F portfolio, value $109,165,852.

    13F-HR 0001172661-25-000458 filed by Wilkinson Global Asset 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 489,380 shares
    Change vs previous 13F not available

    6.22% of the 13F portfolio, value $103,190,666.

    13F-HR 0001172661-24-004437 filed by Wilkinson Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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