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Disclosery

JPMORGAN CHASE & CO: WLY position timeline

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

JPMORGAN CHASE & CO held 459,003 WLY 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 459,003 shares
    Change vs previous 13F -155,486 shares

    <0.01% of the 13F portfolio, value $21,732,319.

    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 614,489 shares
    Change vs previous 13F -20,624 shares

    <0.01% of the 13F portfolio, value $23,326,002.

    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 635,113 shares
    Change vs previous 13F -14,908 shares

    <0.01% of the 13F portfolio, value $19,453,511.

    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 650,021 shares
    Change vs previous 13F +78,595 shares

    <0.01% of the 13F portfolio, value $26,306,350.

    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 571,426 shares
    Change vs previous 13F +91,294 shares

    <0.01% of the 13F portfolio, value $25,502,743.

    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 480,132 shares
    Change vs previous 13F -46,128 shares

    <0.01% of the 13F portfolio, value $21,394,683.

    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 526,260 shares
    Change vs previous 13F -114,680 shares

    <0.01% of the 13F portfolio, value $23,002,825.

    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 640,940 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,925,357.

    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).