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Disclosery

CIC Wealth, LLC: JPM position timeline

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

CIC Wealth, LLC held 11,184 JPM shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 11,184 shares
    Change vs previous 13F +234 shares

    0.61% of the 13F portfolio, value $2,358,203.

    13F-HR 0001951757-24-001188 filed by CIC 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 ended2024-06-30
    13F 10,950 shares
    Change vs previous 13F +273 shares

    0.61% of the 13F portfolio, value $2,214,663.

    13F-HR 0001951757-24-000490 filed by CIC 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 ended2024-03-31
    13F 10,677 shares
    Change vs previous 13F -217 shares

    0.62% of the 13F portfolio, value $2,138,698.

    13F-HR 0001951757-24-000270 filed by CIC 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 ended2023-12-31
    13F 10,894 shares
    Change vs previous 13F -58 shares

    0.59% of the 13F portfolio, value $1,853,131.

    13F-HR 0001951757-24-000009 filed by CIC 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 ended2023-09-30
    13F 10,952 shares
    Change vs previous 13F +107 shares

    0.57% of the 13F portfolio, value $1,588,292.

    13F-HR 0001951757-23-000519 filed by CIC 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 ended2023-06-30
    13F 10,845 shares
    Change vs previous 13F +26 shares

    0.55% of the 13F portfolio, value $1,577,313.

    13F-HR 0001951757-23-000400 filed by CIC 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 ended2023-03-31
    13F 10,819 shares
    Change vs previous 13F -57 shares

    0.53% of the 13F portfolio, value $1,409,822.

    13F-HR 0001951757-23-000256 filed by CIC 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 ended2022-12-31
    13F 10,876 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,458,432.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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