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Connectus Wealth, LLC: JPM position timeline

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

Connectus Wealth, LLC held 467,796 JPM shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 467,796 shares
    Change vs previous 13F -88,837 shares

    2.56% of the 13F portfolio, value $93,699,609.

    13F-HR 0001765380-24-000228 filed by Connectus 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 ended2023-12-31
    13F 556,633 shares
    Change vs previous 13F -8,067 shares

    1.94% of the 13F portfolio, value $94,703,915.

    13F-HR 0001765380-24-000142 filed by Connectus 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 ended2023-09-30
    13F 564,700 shares
    Change vs previous 13F +295 shares

    1.82% of the 13F portfolio, value $81,905,013.

    13F-HR 0001765380-23-000226 filed by Connectus 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 ended2023-06-30
    13F 564,405 shares
    Change vs previous 13F +47,255 shares

    1.89% of the 13F portfolio, value $82,089,611.

    13F-HR 0001765380-23-000180 filed by Connectus 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 ended2023-03-31
    13F 517,150 shares
    Change vs previous 13F +3,836 shares

    1.66% of the 13F portfolio, value $67,392,041.

    13F-HR 0001765380-23-000120 filed by Connectus 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 ended2022-12-31
    13F 513,314 shares
    Change vs previous 13F -15,437 shares

    1.63% of the 13F portfolio, value $68,837,513.

    13F-HR 0001765380-23-000028 filed by Connectus 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 ended2022-09-30
    13F 528,751 shares
    Change vs previous 13F -9,144 shares

    1.15% of the 13F portfolio, value $55,255,000.

    13F-HR 0001765380-22-000165 filed by Connectus 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 ended2022-06-30
    13F 537,895 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $60,577,000.

    13F-HR 0001765380-22-000125 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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