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Willis Johnson & Associates, Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willis Johnson & Associates, Inc. on JPM, newest first. How the timeline and the estimate are built.

Willis Johnson & Associates, Inc. held 2,686 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,686 shares
    Change vs previous 13F -1,019 shares

    0.05% of the 13F portfolio, value $879,170.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, Inc.
    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 3,705 shares
    Change vs previous 13F -60 shares

    0.06% of the 13F portfolio, value $1,089,791.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, Inc.
    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 3,765 shares
    Change vs previous 13F -526 shares

    0.07% of the 13F portfolio, value $1,213,267.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, Inc.
    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 4,291 shares
    Change vs previous 13F -463 shares

    0.08% of the 13F portfolio, value $1,353,584.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, Inc.
    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 4,754 shares
    Change vs previous 13F +1,641 shares

    0.09% of the 13F portfolio, value $1,378,325.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, Inc.
    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 3,113 shares
    Change vs previous 13F -57 shares

    0.06% of the 13F portfolio, value $763,594.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, Inc.
    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 3,170 shares
    Change vs previous 13F -199 shares

    0.06% of the 13F portfolio, value $759,969.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, Inc.
    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 3,369 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $710,486.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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