Skip to content
Disclosery

Dakota Wealth Management: JPM position timeline

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

Dakota Wealth Management held 199,334 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,334 shares
    Change vs previous 13F -22,027 shares

    1.25% of the 13F portfolio, value $65,247,804.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 221,361 shares
    Change vs previous 13F -22,480 shares

    1.41% of the 13F portfolio, value $65,115,303.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 243,841 shares
    Change vs previous 13F +4,911 shares

    1.4% of the 13F portfolio, value $78,570,264.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 238,930 shares
    Change vs previous 13F -13,556 shares

    1.52% of the 13F portfolio, value $75,365,586.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 252,486 shares
    Change vs previous 13F -3,969 shares

    1.54% of the 13F portfolio, value $73,198,226.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 256,455 shares
    Change vs previous 13F +65,148 shares

    1.47% of the 13F portfolio, value $62,908,325.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 191,307 shares
    Change vs previous 13F +1,533 shares

    1.06% of the 13F portfolio, value $45,858,174.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 189,774 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $40,015,693.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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