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JPMORGAN CHASE & CO: WMS position timeline

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

JPMORGAN CHASE & CO held 276,016 WMS 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 276,016 shares
    Change vs previous 13F -16,550 shares

    <0.01% of the 13F portfolio, value $43,164,646.

    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 292,566 shares
    Change vs previous 13F +37,318 shares

    <0.01% of the 13F portfolio, value $38,460,732.

    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 255,248 shares
    Change vs previous 13F +6,052 shares

    <0.01% of the 13F portfolio, value $36,967,570.

    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 249,196 shares
    Change vs previous 13F -3,359 shares

    <0.01% of the 13F portfolio, value $34,565,289.

    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 252,555 shares
    Change vs previous 13F -14,312 shares

    <0.01% of the 13F portfolio, value $29,009,960.

    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 266,867 shares
    Change vs previous 13F -6,381 shares

    <0.01% of the 13F portfolio, value $28,995,101.

    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 273,248 shares
    Change vs previous 13F +22,798 shares

    <0.01% of the 13F portfolio, value $31,587,469.

    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 250,450 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $39,360,722.

    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).