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INVICTUS PRIVATE WEALTH, LLC: JPM position timeline

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

INVICTUS PRIVATE WEALTH, LLC held 53,003 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,003 shares
    Change vs previous 13F -529 shares

    0.93% of the 13F portfolio, value $17,349,472.

    13F-HR 0001172661-26-002832 filed by INVICTUS 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 53,532 shares
    Change vs previous 13F -3,006 shares

    0.97% of the 13F portfolio, value $15,746,973.

    13F-HR 0001172661-26-001764 filed by INVICTUS 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 56,538 shares
    Change vs previous 13F -748 shares

    1.1% of the 13F portfolio, value $18,217,836.

    13F-HR 0001172661-26-000744 filed by INVICTUS 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 57,286 shares
    Change vs previous 13F -632 shares

    1.13% of the 13F portfolio, value $18,069,780.

    13F-HR 0001172661-25-004671 filed by INVICTUS 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 57,918 shares
    Change vs previous 13F -1,041 shares

    1.15% of the 13F portfolio, value $16,790,971.

    13F-HR 0001172661-25-002723 filed by INVICTUS 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 58,959 shares
    Change vs previous 13F -1,013 shares

    1.15% of the 13F portfolio, value $14,462,643.

    13F-HR 0001172661-25-001619 filed by INVICTUS 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 59,972 shares
    Change vs previous 13F -688 shares

    1.09% of the 13F portfolio, value $14,375,888.

    13F-HR 0001172661-25-001069 filed by INVICTUS 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 60,660 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $12,790,768.

    13F-HR 0001172661-24-004409 filed by INVICTUS PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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