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Disclosery

Kore Private Wealth LLC: JPM position timeline

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

Kore Private Wealth LLC held 30,218 JPM shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 30,218 shares
    Change vs previous 13F -461 shares

    0.57% of the 13F portfolio, value $3,158,000.

    13F-HR 0001762776-22-000006 filed by Kore 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 ended2022-06-30
    13F/A 30,679 shares
    Change vs previous 13F +340 shares

    0.53% of the 13F portfolio, value $3,455,000.

    13F-HR/A 0001762776-22-000005 filed by Kore 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 ended2022-03-31
    13F 30,339 shares
    Change vs previous 13F +815 shares

    0.52% of the 13F portfolio, value $4,136,000.

    13F-HR 0001762776-22-000003 filed by Kore 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 ended2021-12-31
    13F/A 29,524 shares
    Change vs previous 13F -5,595 shares

    0.57% of the 13F portfolio, value $4,675,000.

    13F-HR/A 0001762776-22-000002 filed by Kore 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 ended2021-09-30
    13F 35,119 shares
    Change vs previous 13F +502 shares

    0.6% of the 13F portfolio, value $5,749,000.

    13F-HR 0001762776-21-000004 filed by Kore 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 ended2021-06-30
    13F 34,617 shares
    Change vs previous 13F +1,112 shares

    0.6% of the 13F portfolio, value $5,384,000.

    13F-HR 0001762776-21-000003 filed by Kore 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 ended2021-03-31
    13F 33,505 shares
    Change vs previous 13F -1,608 shares

    0.69% of the 13F portfolio, value $5,100,000.

    13F-HR 0001762776-21-000002 filed by Kore 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 ended2020-12-31
    13F 35,113 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $4,462,000.

    13F-HR 0001762776-21-000001 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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