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Woodward Financial Advisors, Inc.: JPM position timeline

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

Woodward Financial Advisors, Inc. held 4,097 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 4,097 shares
    Change vs previous 13F +2 shares

    0.45% of the 13F portfolio, value $1,341,071.

    13F-HR 0001951757-26-001261 filed by Woodward Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).

  2. period ended2026-03-31
    13F 4,095 shares
    Change vs previous 13F -16 shares

    0.45% of the 13F portfolio, value $1,162,038.

    13F-HR 0001951757-26-001642 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  3. period ended2025-12-31
    13F 4,111 shares
    Change vs previous 13F -42 shares

    0.5% of the 13F portfolio, value $1,324,646.

    13F-HR 0001951757-26-001641 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  4. period ended2025-09-30
    13F 4,153 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $1,309,981.

    13F-HR 0001951757-26-001632 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  5. period ended2025-06-30
    13F 4,153 shares
    Change vs previous 13F -281 shares

    0.5% of the 13F portfolio, value $1,203,996.

    13F-HR 0001951757-26-001643 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  6. period ended2025-03-31
    13F 4,434 shares
    Change vs previous 13F -188 shares

    0.52% of the 13F portfolio, value $1,087,660.

    13F-HR 0001951757-26-001633 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  7. period ended2024-12-31
    13F 4,622 shares
    Change vs previous 13F -90 shares

    0.55% of the 13F portfolio, value $1,107,940.

    13F-HR 0001951757-26-001634 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested

  8. period ended2024-09-30
    13F 4,712 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $993,572.

    13F-HR 0001951757-26-001635 filed by Woodward Financial Advisors, Inc.
    Accepted , ingested