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Disclosery

JAMISON PRIVATE WEALTH MANAGEMENT, INC.: JPM position timeline

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

JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 57,141 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,141 shares
    Change vs previous 13F +869 shares

    1.94% of the 13F portfolio, value $18,703,837.

    13F-HR 0002006637-26-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 56,272 shares
    Change vs previous 13F +516 shares

    2.01% of the 13F portfolio, value $16,552,949.

    13F-HR 0002006637-26-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 55,756 shares
    Change vs previous 13F +115 shares

    2.18% of the 13F portfolio, value $17,965,490.

    13F-HR 0002006637-26-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 55,641 shares
    Change vs previous 13F +1,139 shares

    2.22% of the 13F portfolio, value $17,550,779.

    13F-HR 0002006637-25-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 54,502 shares
    Change vs previous 13F +314 shares

    2.27% of the 13F portfolio, value $15,800,532.

    13F-HR 0002006637-25-000003 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 54,188 shares
    Change vs previous 13F -193 shares

    2.03% of the 13F portfolio, value $13,292,313.

    13F-HR 0002006637-25-000002 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 54,381 shares
    Change vs previous 13F +1,376 shares

    1.92% of the 13F portfolio, value $13,035,596.

    13F-HR 0002006637-25-000001 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    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 53,005 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $11,176,581.

    13F-HR 0002006637-24-000006 filed by JAMISON PRIVATE WEALTH MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

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