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Disclosery

Austin Private Wealth, LLC: JPM position timeline

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

Austin Private Wealth, LLC held 9,659 JPM shares at 2025-12-31 per its 13F-HR filed 2026-01-20.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 9,659 shares
    Change vs previous 13F -521 shares

    0.23% of the 13F portfolio, value $3,112,411.

    13F-HR 0001172661-26-000230 filed by Austin Private 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 ended2025-09-30
    13F 10,180 shares
    Change vs previous 13F -14 shares

    0.25% of the 13F portfolio, value $3,211,112.

    13F-HR 0001172661-25-004325 filed by Austin Private 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 ended2025-06-30
    13F 10,194 shares
    Change vs previous 13F +454 shares

    0.23% of the 13F portfolio, value $2,955,329.

    13F-HR 0001172661-25-002847 filed by Austin Private 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 ended2025-03-31
    13F 9,740 shares
    Change vs previous 13F +722 shares

    0.21% of the 13F portfolio, value $2,389,104.

    13F-HR 0001172661-25-001646 filed by Austin Private 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 ended2024-12-31
    13F 9,018 shares
    Change vs previous 13F +166 shares

    0.2% of the 13F portfolio, value $2,161,589.

    13F-HR 0001172661-25-000335 filed by Austin Private 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 ended2024-09-30
    13F 8,852 shares
    Change vs previous 13F +406 shares

    0.18% of the 13F portfolio, value $1,866,533.

    13F-HR 0001172661-24-004415 filed by Austin Private 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 ended2024-06-30
    13F/A 8,446 shares
    Change vs previous 13F +1,105 shares

    0.18% of the 13F portfolio, value $1,708,288.

    13F-HR/A 0001085146-24-003037 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 7,341 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,455,720.

    13F-HR 0001085146-24-001782 filed by Austin Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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