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Disclosery

Core Wealth Partners LLC: JPM position timeline

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

Core Wealth Partners LLC held 10,716 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,716 shares
    Change vs previous 13F -1,136 shares

    1.49% of the 13F portfolio, value $3,507,672.

    13F-HR 0001965078-26-000003 filed by Core Wealth Partners 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 11,852 shares
    Change vs previous 13F -2 shares

    1.62% of the 13F portfolio, value $3,486,530.

    13F-HR 0001965078-26-000002 filed by Core Wealth Partners 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 11,854 shares
    Change vs previous 13F +180 shares

    1.72% of the 13F portfolio, value $3,819,589.

    13F-HR 0001965078-26-000001 filed by Core Wealth Partners 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 11,674 shares
    Change vs previous 13F +1,451 shares

    1.69% of the 13F portfolio, value $3,682,172.

    13F-HR 0001965078-25-000002 filed by Core Wealth Partners 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 10,223 shares
    Change vs previous 13F +1,596 shares

    1.5% of the 13F portfolio, value $2,963,776.

    13F-HR 0001085146-25-004770 filed by Core Wealth Partners 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 8,627 shares
    Change vs previous 13F +268 shares

    1.23% of the 13F portfolio, value $2,116,114.

    13F-HR 0001085146-25-002995 filed by Core Wealth Partners 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 8,359 shares
    Change vs previous 13F +540 shares

    1.15% of the 13F portfolio, value $2,003,833.

    13F-HR 0001085146-25-001010 filed by Core Wealth Partners 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 7,819 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,648,744.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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