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Womack Financial LLC: JPM position timeline

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

Womack Financial LLC held 4,496 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 4,496 shares
    Change vs previous 13F -227 shares

    0.97% of the 13F portfolio, value $1,471,676.

    13F-HR 0002107079-26-000009 filed by Womack Financial 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 4,723 shares
    Change vs previous 13F -99 shares

    1.02% of the 13F portfolio, value $1,389,318.

    13F-HR 0002107079-26-000008 filed by Womack Financial 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 4,822 shares
    Change vs previous 13F -220 shares

    1.15% of the 13F portfolio, value $1,553,638.

    13F-HR 0002107079-26-000005 filed by Womack Financial 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 5,042 shares
    Change vs previous 13F -592 shares

    1.21% of the 13F portfolio, value $1,590,293.

    13F-HR 0002107079-26-000004 filed by Womack Financial 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/A 5,634 shares
    Change vs previous 13F -470 shares

    1.36% of the 13F portfolio, value $1,633,412.

    13F-HR/A 0002107079-26-000007 filed by Womack Financial 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/A 6,104 shares
    Change vs previous 13F -107 shares

    1.37% of the 13F portfolio, value $1,497,310.

    13F-HR/A 0002107079-26-000006 filed by Womack Financial 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 6,211 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,488,797.

    13F-HR 0002107079-26-000001 filed by Womack Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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