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Disclosery

Naviter Wealth, LLC: JPM position timeline

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

Naviter Wealth, LLC held 35,526 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 35,526 shares
    Change vs previous 13F +8,751 shares

    1.06% of the 13F portfolio, value $11,628,616.

    13F-HR 0001951757-26-001175 filed by Naviter 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 26,775 shares
    Change vs previous 13F +262 shares

    0.98% of the 13F portfolio, value $7,876,248.

    13F-HR 0001951757-26-000571 filed by Naviter 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 26,513 shares
    Change vs previous 13F -4,976 shares

    1.11% of the 13F portfolio, value $8,542,886.

    13F-HR 0001951757-26-000260 filed by Naviter 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 31,489 shares
    Change vs previous 13F +1,529 shares

    1.16% of the 13F portfolio, value $9,932,698.

    13F-HR 0001951757-25-001297 filed by Naviter 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 29,960 shares
    Change vs previous 13F +700 shares

    1.07% of the 13F portfolio, value $8,685,762.

    13F-HR 0001951757-25-000971 filed by Naviter 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 29,260 shares
    Change vs previous 13F +537 shares

    0.86% of the 13F portfolio, value $7,105,840.

    13F-HR 0001951757-25-000456 filed by Naviter 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 28,723 shares
    Change vs previous 13F +8,815 shares

    0.83% of the 13F portfolio, value $6,885,238.

    13F-HR 0001951757-25-000201 filed by Naviter 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 19,908 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,197,843.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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