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Disclosery

WNY Asset Management, LLC: JPM position timeline

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

WNY Asset Management, LLC held 4,391 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,391 shares
    Change vs previous 13F -179 shares

    0.13% of the 13F portfolio, value $1,437,186.

    13F-HR 0002085853-26-001032 filed by WNY Asset 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 4,570 shares
    Change vs previous 13F +293 shares

    0.14% of the 13F portfolio, value $1,344,182.

    13F-HR 0002085853-26-000609 filed by WNY Asset 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 ended2025-09-30
    13F 4,277 shares
    Change vs previous 13F -618 shares

    0.13% of the 13F portfolio, value $1,349,152.

    13F-HR 0002085853-25-000279 filed by WNY Asset 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 ended2025-06-30
    13F 4,895 shares
    Change vs previous 13F +555 shares

    0.16% of the 13F portfolio, value $1,419,166.

    13F-HR 0001667731-25-001043 filed by WNY Asset 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 ended2025-03-31
    13F 4,340 shares
    Change vs previous 13F -164 shares

    0.13% of the 13F portfolio, value $1,064,668.

    13F-HR 0001667731-25-000592 filed by WNY Asset 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 ended2024-12-31
    13F 4,504 shares
    Change vs previous 13F -156 shares

    0.13% of the 13F portfolio, value $1,079,733.

    13F-HR 0001667731-25-000314 filed by WNY Asset 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 ended2024-09-30
    13F 4,660 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $982,533.

    13F-HR 0001803296-24-000004 filed by WNY Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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