Skip to content
Disclosery

Wellington Shields Capital Management, LLC: JPM position timeline

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

Wellington Shields Capital Management, LLC held 121,262 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,262 shares
    Change vs previous 13F +1,434 shares

    3.21% of the 13F portfolio, value $39,692,757.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 72,948 shares
    • Wellington Shields & Co., LLC: 48,314 shares

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

  2. period ended2026-03-31
    13F 119,828 shares
    Change vs previous 13F +315 shares

    3.33% of the 13F portfolio, value $35,248,731.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 72,247 shares
    • Wellington Shields & Co., LLC: 47,581 shares

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

  3. period ended2025-12-31
    13F 119,513 shares
    Change vs previous 13F +198 shares

    3.53% of the 13F portfolio, value $38,509,550.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 71,982 shares
    • Wellington Shields & Co., LLC: 47,531 shares

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

  4. period ended2025-09-30
    13F 119,315 shares
    Change vs previous 13F +1,147 shares

    3.61% of the 13F portfolio, value $37,635,590.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 70,007 shares
    • Wellington Shields & Co., LLC: 49,308 shares

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

  5. period ended2025-06-30
    13F 118,168 shares
    Change vs previous 13F +703 shares

    3.63% of the 13F portfolio, value $34,258,104.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 68,333 shares
    • Wellington Shields & Co., LLC: 49,835 shares

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

  6. period ended2025-03-31
    13F 117,465 shares
    Change vs previous 13F +2,278 shares

    3.31% of the 13F portfolio, value $28,814,149.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 69,241 shares
    • Wellington Shields & Co., LLC: 48,224 shares

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

  7. period ended2024-12-31
    13F 115,187 shares
    Change vs previous 13F +336 shares

    3.1% of the 13F portfolio, value $27,611,530.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 66,963 shares
    • Wellington Shields & Co., LLC: 48,224 shares

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

  8. period ended2024-09-30
    13F 114,851 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $24,217,414.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 66,500 shares
    • Wellington Shields & Co., LLC: 48,351 shares

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