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Disclosery

CHANNEL WEALTH LLC: JPM position timeline

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

CHANNEL WEALTH LLC held 18,779 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,779 shares
    Change vs previous 13F -2,025 shares

    1.38% of the 13F portfolio, value $6,146,966.

    13F-HR 0001975550-26-000004 filed by CHANNEL 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 20,804 shares
    Change vs previous 13F +1,556 shares

    1.48% of the 13F portfolio, value $6,119,685.

    13F-HR 0001975550-26-000003 filed by CHANNEL 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 19,248 shares
    Change vs previous 13F +7,884 shares

    1.57% of the 13F portfolio, value $6,202,016.

    13F-HR 0001975550-26-000001 filed by CHANNEL 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 11,364 shares
    Change vs previous 13F +55 shares

    0.96% of the 13F portfolio, value $3,584,451.

    13F-HR 0001975550-25-000006 filed by CHANNEL 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 11,309 shares
    Change vs previous 13F +215 shares

    0.93% of the 13F portfolio, value $3,278,488.

    13F-HR 0001831193-25-000005 filed by CHANNEL 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 11,094 shares
    Change vs previous 13F +507 shares

    0.85% of the 13F portfolio, value $2,721,252.

    13F-HR 0001975550-25-000003 filed by CHANNEL 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 10,587 shares
    Change vs previous 13F -3,240 shares

    0.83% of the 13F portfolio, value $2,537,692.

    13F-HR 0001975550-25-000001 filed by CHANNEL 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 13,827 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,915,647.

    13F-HR 0001975550-24-000009 filed by CHANNEL WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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