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WOLFF WIESE MAGANA LLC: JPM position timeline

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

WOLFF WIESE MAGANA LLC held 12,233 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,233 shares
    Change vs previous 13F -152 shares

    1.84% of the 13F portfolio, value $4,004,309.

    13F-HR 0001832097-26-000003 filed by WOLFF WIESE MAGANA 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 12,385 shares
    Change vs previous 13F +1,886 shares

    2.01% of the 13F portfolio, value $3,643,183.

    13F-HR 0001832097-26-000002 filed by WOLFF WIESE MAGANA 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 10,499 shares
    Change vs previous 13F +272 shares

    1.85% of the 13F portfolio, value $3,383,077.

    13F-HR 0001832097-26-000001 filed by WOLFF WIESE MAGANA 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 10,227 shares
    Change vs previous 13F -28 shares

    1.83% of the 13F portfolio, value $3,225,953.

    13F-HR 0001832097-25-000010 filed by WOLFF WIESE MAGANA 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 10,255 shares
    Change vs previous 13F -497 shares

    1.84% of the 13F portfolio, value $2,972,955.

    13F-HR 0001832097-25-000008 filed by WOLFF WIESE MAGANA 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 10,752 shares
    Change vs previous 13F -257 shares

    1.8% of the 13F portfolio, value $2,637,372.

    13F-HR 0001832097-25-000005 filed by WOLFF WIESE MAGANA 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 11,009 shares
    Change vs previous 13F -1,216 shares

    1.75% of the 13F portfolio, value $2,639,021.

    13F-HR 0001832097-25-000001 filed by WOLFF WIESE MAGANA 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 12,225 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,577,800.

    13F-HR 0001832097-24-000009 filed by WOLFF WIESE MAGANA LLC
    Filed (acceptance time not in the bulk data set), ingested

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