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Williams Jones Wealth Management, LLC.: JPM position timeline

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

Williams Jones Wealth Management, LLC. held 573,129 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 573,129 shares
    Change vs previous 13F -7,759 shares

    2.12% of the 13F portfolio, value $187,602,353.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth 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 580,888 shares
    Change vs previous 13F +11,226 shares

    2.1% of the 13F portfolio, value $170,874,048.

    13F-HR 0001104659-26-055404 filed by Williams Jones 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 ended2025-12-31
    13F 569,662 shares
    Change vs previous 13F -124 shares

    2.07% of the 13F portfolio, value $183,556,520.

    13F-HR 0001104659-26-015161 filed by Williams Jones 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 ended2025-09-30
    13F 569,786 shares
    Change vs previous 13F -2,489 shares

    2.06% of the 13F portfolio, value $179,727,498.

    13F-HR 0001104659-25-112450 filed by Williams Jones 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 ended2025-06-30
    13F 572,275 shares
    Change vs previous 13F -6,262 shares

    1.98% of the 13F portfolio, value $165,908,273.

    13F-HR 0001104659-25-078575 filed by Williams Jones 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 ended2025-03-31
    13F 578,537 shares
    Change vs previous 13F +3,713 shares

    1.81% of the 13F portfolio, value $141,915,149.

    13F-HR 0001104659-25-049421 filed by Williams Jones 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 ended2024-12-31
    13F 574,824 shares
    Change vs previous 13F -3,017 shares

    1.66% of the 13F portfolio, value $137,791,084.

    13F-HR 0001104659-25-013487 filed by Williams Jones 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 ended2024-09-30
    13F 577,841 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $121,843,506.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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