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Disclosery

Alteri Wealth LLC: JPM position timeline

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

Alteri Wealth LLC held 15,919 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,919 shares
    Change vs previous 13F +369 shares

    1.44% of the 13F portfolio, value $5,210,661.

    13F-HR 0001765380-26-000232 filed by Alteri Wealth LLC
    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 15,550 shares
    Change vs previous 13F +388 shares

    1.48% of the 13F portfolio, value $4,574,236.

    13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
    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 15,162 shares
    Change vs previous 13F +42 shares

    1.58% of the 13F portfolio, value $4,885,500.

    13F-HR 0001765380-26-000101 filed by Alteri Wealth LLC
    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 15,120 shares
    Change vs previous 13F -160 shares

    1.64% of the 13F portfolio, value $4,769,241.

    13F-HR 0001765380-25-000456 filed by Alteri Wealth LLC
    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 15,280 shares
    Change vs previous 13F +428 shares

    1.72% of the 13F portfolio, value $4,429,827.

    13F-HR 0001765380-25-000322 filed by Alteri Wealth LLC
    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 14,852 shares
    Change vs previous 13F -298 shares

    1.6% of the 13F portfolio, value $3,643,115.

    13F-HR 0001765380-25-000184 filed by Alteri Wealth LLC
    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 15,150 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $3,631,585.

    13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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