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Disclosery

WP Advisors, LLC: JPM position timeline

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

WP Advisors, LLC held 16,485 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,485 shares
    Change vs previous 13F -349 shares

    1.31% of the 13F portfolio, value $5,395,905.

    13F-HR 0001172661-26-002906 filed by WP Advisors, 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 16,834 shares
    Change vs previous 13F -3 shares

    1.28% of the 13F portfolio, value $4,951,895.

    13F-HR 0001172661-26-001595 filed by WP Advisors, 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 16,837 shares
    Change vs previous 13F -780 shares

    1.35% of the 13F portfolio, value $5,425,335.

    13F-HR 0001172661-26-000361 filed by WP Advisors, 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 17,617 shares
    Change vs previous 13F +21 shares

    1.41% of the 13F portfolio, value $5,557,057.

    13F-HR 0001172661-25-004384 filed by WP Advisors, 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 17,596 shares
    Change vs previous 13F +395 shares

    1.4% of the 13F portfolio, value $5,101,396.

    13F-HR 0001172661-25-002966 filed by WP Advisors, 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 17,201 shares
    Change vs previous 13F -145 shares

    1.4% of the 13F portfolio, value $4,219,519.

    13F-HR 0001172661-25-001703 filed by WP Advisors, 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 17,346 shares
    Change vs previous 13F +104 shares

    1.39% of the 13F portfolio, value $4,158,049.

    13F-HR 0001172661-25-000469 filed by WP Advisors, 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 17,242 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,635,689.

    13F-HR 0001172661-24-004505 filed by WP Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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