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Disclosery

Inlet Private Wealth, LLC: JPM position timeline

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

Inlet Private Wealth, LLC held 38,940 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 38,940 shares
    Change vs previous 13F -4,500 shares

    3.1% of the 13F portfolio, value $12,746,165.

    13F-HR 0001172661-26-003146 filed by Inlet 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 43,440 shares
    Change vs previous 13F -5,300 shares

    3.26% of the 13F portfolio, value $12,778,252.

    13F-HR 0001172661-26-001766 filed by Inlet 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 48,740 shares
    Change vs previous 13F -1,750 shares

    3.64% of the 13F portfolio, value $15,704,938.

    13F-HR 0001172661-26-000231 filed by Inlet 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 50,490 shares
    Change vs previous 13F +26 shares

    3.59% of the 13F portfolio, value $15,925,998.

    13F-HR 0001172661-25-004520 filed by Inlet 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 50,464 shares
    Change vs previous 13F -160 shares

    3.6% of the 13F portfolio, value $14,630,121.

    13F-HR 0001172661-25-002881 filed by Inlet 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 50,624 shares
    Change vs previous 13F -1,725 shares

    3.23% of the 13F portfolio, value $12,418,154.

    13F-HR 0001172661-25-001612 filed by Inlet 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 52,349 shares
    Change vs previous 13F -1,265 shares

    3.32% of the 13F portfolio, value $12,548,663.

    13F-HR 0001172661-25-000346 filed by Inlet 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 53,614 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $11,305,122.

    13F-HR 0001172661-24-004278 filed by Inlet Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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