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Wealthcare Advisory Partners LLC: JPM position timeline

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

Wealthcare Advisory Partners LLC held 65,255 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,255 shares
    Change vs previous 13F -8,283 shares

    0.39% of the 13F portfolio, value $21,359,985.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 61,535 shares
    • Wealthcare Capital Partners, LLC: 3,720 shares

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

  2. period ended2026-03-31
    13F 73,538 shares
    Change vs previous 13F -107 shares

    0.4% of the 13F portfolio, value $21,631,985.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 69,827 shares
    • Wealthcare Capital Partners, LLC: 3,711 shares

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

  3. period ended2025-12-31
    13F 73,645 shares
    Change vs previous 13F +13,960 shares

    0.45% of the 13F portfolio, value $23,730,057.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 70,018 shares
    • Wealthcare Capital Partners, LLC: 3,627 shares

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

  4. period ended2025-09-30
    13F 59,685 shares
    Change vs previous 13F +545 shares

    0.38% of the 13F portfolio, value $18,826,483.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 55,992 shares
    • Wealthcare Capital Partners, LLC: 3,693 shares

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

  5. period ended2025-06-30
    13F 59,140 shares
    Change vs previous 13F +3,254 shares

    0.37% of the 13F portfolio, value $17,145,144.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 55,485 shares
    • Wealthcare Capital Partners, LLC: 3,655 shares

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

  6. period ended2025-03-31
    13F 55,886 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $13,708,858.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 52,405 shares
    • Wealthcare Capital Partners, LLC: 3,481 shares

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

  7. period ended2024-12-31
    13F 55,886 shares
    Change vs previous 13F +1,669 shares

    0.35% of the 13F portfolio, value $13,396,334.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 52,520 shares
    • Wealthcare Capital Partners, LLC: 3,366 shares

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

  8. period ended2024-09-30
    13F 54,217 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $11,432,184.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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