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Disclosery

WMS Group LLC: JPM position timeline

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

WMS Group LLC held 8,364 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,364 shares
    Change vs previous 13F -396 shares

    3.53% of the 13F portfolio, value $2,737,788.

    13F-HR 0002085853-26-000839 filed by WMS 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 8,760 shares
    Change vs previous 13F -28 shares

    3.75% of the 13F portfolio, value $2,576,842.

    13F-HR 0002085853-26-000442 filed by WMS 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 8,788 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $2,826,758.

    13F-HR 0002085853-26-000291 filed by WMS Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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