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Disclosery

Next Level Private LLC: JPM position timeline

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

Next Level Private LLC held 58,008 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,008 shares
    Change vs previous 13F +342 shares

    3.72% of the 13F portfolio, value $18,987,868.

    13F-HR 0001951757-26-000969 filed by Next Level Private 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 57,666 shares
    Change vs previous 13F +252 shares

    3.83% of the 13F portfolio, value $16,963,060.

    13F-HR 0001951757-26-000708 filed by Next Level Private 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 57,414 shares
    Change vs previous 13F -951 shares

    4.85% of the 13F portfolio, value $18,499,802.

    13F-HR 0001951757-26-000014 filed by Next Level Private 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 58,365 shares
    Change vs previous 13F +764 shares

    5.23% of the 13F portfolio, value $18,045,247.

    13F-HR 0001951757-25-001186 filed by Next Level Private 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 57,601 shares
    Change vs previous 13F +1,317 shares

    5.44% of the 13F portfolio, value $16,699,060.

    13F-HR 0001951757-25-000589 filed by Next Level Private 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 56,284 shares
    Change vs previous 13F +90 shares

    5.14% of the 13F portfolio, value $13,806,373.

    13F-HR 0001951757-25-000316 filed by Next Level Private 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 56,194 shares
    Change vs previous 13F -9 shares

    5.43% of the 13F portfolio, value $13,470,162.

    13F-HR 0001951757-25-000105 filed by Next Level Private 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 56,203 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $11,851,048.

    13F-HR 0001951757-24-001003 filed by Next Level Private LLC
    Filed (acceptance time not in the bulk data set), ingested

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