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JPMORGAN CHASE & CO: WF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on WF, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 5,808 WF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,808 shares
    Change vs previous 13F -44,615 shares

    <0.01% of the 13F portfolio, value $336,283.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    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/A 50,423 shares
    Change vs previous 13F -2,340 shares

    <0.01% of the 13F portfolio, value $3,239,684.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    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 52,763 shares
    Change vs previous 13F +5,232 shares

    <0.01% of the 13F portfolio, value $3,101,938.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    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/A 47,531 shares
    Change vs previous 13F -32,899 shares

    <0.01% of the 13F portfolio, value $2,668,918.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    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 80,430 shares
    Change vs previous 13F +23,020 shares

    <0.01% of the 13F portfolio, value $3,999,832.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    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 57,410 shares
    Change vs previous 13F +13,686 shares

    <0.01% of the 13F portfolio, value $1,916,378.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    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 43,724 shares
    Change vs previous 13F +41,459 shares

    <0.01% of the 13F portfolio, value $1,366,405.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    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 2,265 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $80,929.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

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