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Disclosery

Cove Private Wealth, LLC: JPM position timeline

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

Cove Private Wealth, LLC held 32,121 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,121 shares
    Change vs previous 13F +868 shares

    2.03% of the 13F portfolio, value $10,514,167.

    13F-HR 0001172661-26-002962 filed by Cove Private 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 31,253 shares
    Change vs previous 13F +1,172 shares

    2.09% of the 13F portfolio, value $9,193,382.

    13F-HR 0001172661-26-001836 filed by Cove Private 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 30,081 shares
    Change vs previous 13F +1,676 shares

    2.89% of the 13F portfolio, value $9,692,700.

    13F-HR 0001172661-26-000294 filed by Cove Private 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 28,405 shares
    Change vs previous 13F +80 shares

    2.84% of the 13F portfolio, value $8,959,789.

    13F-HR 0001172661-25-004603 filed by Cove Private 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 28,325 shares
    Change vs previous 13F +4,813 shares

    2.9% of the 13F portfolio, value $8,211,701.

    13F-HR 0001172661-25-002622 filed by Cove Private 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 23,512 shares
    Change vs previous 13F +3,814 shares

    3.03% of the 13F portfolio, value $5,767,494.

    13F-HR 0001172661-25-001698 filed by Cove Private 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 19,698 shares
    Change vs previous 13F +1,298 shares

    2.84% of the 13F portfolio, value $4,721,808.

    13F-HR 0001172661-25-000218 filed by Cove Private 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 18,400 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $3,879,824.

    13F-HR 0001172661-24-004364 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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