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Disclosery

Wills Financial Group LLC: JPM position timeline

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

Wills Financial Group LLC held 19,047 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,047 shares
    Change vs previous 13F +802 shares

    2.27% of the 13F portfolio, value $6,234,637.

    13F-HR 0002059579-26-000005 filed by Wills Financial Group 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 18,245 shares
    Change vs previous 13F +1,505 shares

    2.06% of the 13F portfolio, value $5,478,045.

    13F-HR 0002059579-26-000002 filed by Wills Financial Group 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 16,740 shares
    Change vs previous 13F -76 shares

    2.06% of the 13F portfolio, value $5,393,964.

    13F-HR 0002059579-26-000001 filed by Wills Financial Group 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 16,816 shares
    Change vs previous 13F -85 shares

    2.18% of the 13F portfolio, value $5,304,291.

    13F-HR 0002059579-25-000007 filed by Wills Financial Group 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 16,901 shares
    Change vs previous 13F +60 shares

    2.13% of the 13F portfolio, value $4,899,819.

    13F-HR 0002059579-25-000004 filed by Wills Financial Group 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 16,841 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $4,131,186.

    13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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