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Osprey Private Wealth LLC: JPM position timeline

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

Osprey Private Wealth LLC held 58,600 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,600 shares
    Change vs previous 13F +742 shares

    4.95% of the 13F portfolio, value $19,181,538.

    13F-HR 0002041805-26-000007 filed by Osprey 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 ended2026-03-31
    13F 57,858 shares
    Change vs previous 13F +2,353 shares

    4.93% of the 13F portfolio, value $17,019,509.

    13F-HR 0002041805-26-000006 filed by Osprey 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 ended2025-12-31
    13F 55,505 shares
    Change vs previous 13F +6,595 shares

    5.15% of the 13F portfolio, value $17,884,821.

    13F-HR 0002041805-26-000005 filed by Osprey 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 ended2025-09-30
    13F 48,910 shares
    Change vs previous 13F +13,580 shares

    5.61% of the 13F portfolio, value $15,427,681.

    13F-HR 0002041805-25-000005 filed by Osprey 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 ended2025-06-30
    13F 35,330 shares
    Change vs previous 13F +355 shares

    5.69% of the 13F portfolio, value $10,457,680.

    13F-HR 0002041805-25-000004 filed by Osprey 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 ended2025-03-31
    13F 34,975 shares
    Change vs previous 13F +6,300 shares

    5.09% of the 13F portfolio, value $8,579,367.

    13F-HR 0002041805-25-000003 filed by Osprey 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 ended2024-12-31
    13F 28,675 shares
    Change vs previous 13F -50 shares

    4.8% of the 13F portfolio, value $6,873,684.

    13F-HR 0002041805-25-000001 filed by Osprey 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 ended2024-09-30
    13F 28,725 shares
    Change vs previous 13F not available

    4.24% of the 13F portfolio, value $6,056,953.

    13F-HR 0002041805-24-000001 filed by Osprey Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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