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World Investment Advisors: JPM position timeline

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

World Investment Advisors held 235,534 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 235,534 shares
    Change vs previous 13F -5,404 shares

    1.15% of the 13F portfolio, value $69,492,668.

    13F-HR 0001062993-26-004335 filed by World Investment Advisors
    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 240,938 shares
    Change vs previous 13F -5,080 shares

    1.14% of the 13F portfolio, value $70,874,356.

    13F-HR 0001062993-26-002164 filed by World Investment Advisors
    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/A 246,018 shares
    Change vs previous 13F +12,425 shares

    1.3% of the 13F portfolio, value $79,271,907.

    13F-HR/A 0001062993-26-001415 filed by World Investment Advisors
    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 233,593 shares
    Change vs previous 13F +2,001 shares

    1.51% of the 13F portfolio, value $73,682,489.

    13F-HR 0001062993-25-016083 filed by World Investment Advisors
    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 231,592 shares
    Change vs previous 13F +23,437 shares

    1.53% of the 13F portfolio, value $67,140,790.

    13F-HR 0001062993-25-013474 filed by World Investment Advisors
    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 208,155 shares
    Change vs previous 13F +7,718 shares

    1.33% of the 13F portfolio, value $51,060,557.

    13F-HR 0001062993-25-008161 filed by World Investment Advisors
    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 200,437 shares
    Change vs previous 13F +9,685 shares

    1.32% of the 13F portfolio, value $48,046,662.

    13F-HR 0001062993-25-002205 filed by World Investment Advisors
    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/A 190,752 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $40,221,965.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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