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WILLNER & HELLER, LLC: JPM position timeline

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

WILLNER & HELLER, LLC held 5,762 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,762 shares
    Change vs previous 13F +35 shares

    1.18% of the 13F portfolio, value $1,886,049.

    13F-HR 0001927796-26-000003 filed by WILLNER & HELLER, 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 5,727 shares
    Change vs previous 13F +820 shares

    1.26% of the 13F portfolio, value $1,684,791.

    13F-HR 0001927796-26-000002 filed by WILLNER & HELLER, 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 4,907 shares
    Change vs previous 13F -30 shares

    1.14% of the 13F portfolio, value $1,581,124.

    13F-HR 0001927796-26-000001 filed by WILLNER & HELLER, 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 4,937 shares
    Change vs previous 13F -49 shares

    1.2% of the 13F portfolio, value $1,557,146.

    13F-HR 0001927796-25-000002 filed by WILLNER & HELLER, 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 4,986 shares
    Change vs previous 13F -46 shares

    1.22% of the 13F portfolio, value $1,445,442.

    13F-HR 0001085146-25-004024 filed by WILLNER & HELLER, 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 5,032 shares
    Change vs previous 13F -10 shares

    1.14% of the 13F portfolio, value $1,234,404.

    13F-HR 0001085146-25-002587 filed by WILLNER & HELLER, 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 5,042 shares
    Change vs previous 13F +23 shares

    1.06% of the 13F portfolio, value $1,208,727.

    13F-HR 0001085146-25-000260 filed by WILLNER & HELLER, 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 5,019 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $1,058,259.

    13F-HR 0001085146-24-004786 filed by WILLNER & HELLER, LLC
    Filed (acceptance time not in the bulk data set), ingested

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