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Disclosery

WRAPMANAGER INC: JPM position timeline

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

WRAPMANAGER INC held 8,244 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,244 shares
    Change vs previous 13F -105 shares

    0.84% of the 13F portfolio, value $2,698,509.

    13F-HR 0001266014-26-000003 filed by WRAPMANAGER INC
    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 8,349 shares
    Change vs previous 13F -331 shares

    0.85% of the 13F portfolio, value $2,456,089.

    13F-HR 0001266014-26-000002 filed by WRAPMANAGER INC
    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 8,680 shares
    Change vs previous 13F -1,317 shares

    0.95% of the 13F portfolio, value $2,797,031.

    13F-HR 0001266014-26-000001 filed by WRAPMANAGER INC
    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 9,997 shares
    Change vs previous 13F -2,953 shares

    0.97% of the 13F portfolio, value $3,153,511.

    13F-HR 0001266014-25-000002 filed by WRAPMANAGER INC
    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 12,950 shares
    Change vs previous 13F -1,352 shares

    0.91% of the 13F portfolio, value $3,754,479.

    13F-HR 0001085146-25-004731 filed by WRAPMANAGER INC
    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 14,302 shares
    Change vs previous 13F -5,313 shares

    0.92% of the 13F portfolio, value $3,508,403.

    13F-HR 0001085146-25-002783 filed by WRAPMANAGER INC
    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 19,615 shares
    Change vs previous 13F -1,083 shares

    1.2% of the 13F portfolio, value $4,702,032.

    13F-HR 0001085146-25-000753 filed by WRAPMANAGER INC
    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 20,698 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $4,364,486.

    13F-HR 0001085146-24-005425 filed by WRAPMANAGER INC
    Filed (acceptance time not in the bulk data set), ingested

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