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Disclosery

BIP Wealth, LLC: JPM position timeline

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

BIP Wealth, LLC held 14,948 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,948 shares
    Change vs previous 13F +2,019 shares

    0.14% of the 13F portfolio, value $4,892,941.

    13F-HR 0001590214-26-000005 filed by BIP 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 12,929 shares
    Change vs previous 13F -2,482 shares

    0.15% of the 13F portfolio, value $3,803,316.

    13F-HR 0001590214-26-000004 filed by BIP 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 15,411 shares
    Change vs previous 13F +8,121 shares

    0.18% of the 13F portfolio, value $4,965,832.

    13F-HR 0001590214-26-000001 filed by BIP 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 7,290 shares
    Change vs previous 13F +1,975 shares

    0.11% of the 13F portfolio, value $2,299,614.

    13F-HR 0001590214-25-000007 filed by BIP 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 5,315 shares
    Change vs previous 13F +655 shares

    0.09% of the 13F portfolio, value $1,540,947.

    13F-HR 0001590214-25-000005 filed by BIP 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 4,660 shares
    Change vs previous 13F -26 shares

    0.07% of the 13F portfolio, value $1,143,117.

    13F-HR 0001590214-25-000003 filed by BIP 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 4,686 shares
    Change vs previous 13F +1,226 shares

    0.08% of the 13F portfolio, value $1,123,265.

    13F-HR 0001590214-25-000001 filed by BIP 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 ended2024-09-30
    13F 3,460 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $729,736.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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