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Disclosery

Monterey Private Wealth, Inc.: JPM position timeline

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

Monterey Private Wealth, Inc. held 9,319 JPM shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 9,319 shares
    Change vs previous 13F -225 shares

    0.67% of the 13F portfolio, value $2,285,898.

    13F-HR 0001839826-25-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 9,544 shares
    Change vs previous 13F +1,605 shares

    0.75% of the 13F portfolio, value $2,287,759.

    13F-HR 0001839826-25-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 7,939 shares
    Change vs previous 13F -439 shares

    0.57% of the 13F portfolio, value $1,674,094.

    13F-HR 0001839826-24-000006 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 8,378 shares
    Change vs previous 13F +837 shares

    0.63% of the 13F portfolio, value $1,694,516.

    13F-HR 0001839826-24-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 7,541 shares
    Change vs previous 13F +43 shares

    0.61% of the 13F portfolio, value $1,510,483.

    13F-HR 0001839826-24-000003 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 7,498 shares
    Change vs previous 13F -134 shares

    0.58% of the 13F portfolio, value $1,275,493.

    13F-HR 0001839826-24-000001 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 7,632 shares
    Change vs previous 13F -700 shares

    0.56% of the 13F portfolio, value $1,106,856.

    13F-HR 0001839826-23-000005 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 8,332 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,211,785.

    13F-HR 0001839826-23-000004 filed by Monterey Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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