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Disclosery

PRIVATE CLIENT SERVICES, LLC: JPM position timeline

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

PRIVATE CLIENT SERVICES, LLC held 8,855 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,855 shares
    Change vs previous 13F -1,094 shares

    0.79% of the 13F portfolio, value $2,929,494.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,949 shares
    Change vs previous 13F -164 shares

    0.85% of the 13F portfolio, value $3,256,550.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,113 shares
    Change vs previous 13F +2,137 shares

    0.89% of the 13F portfolio, value $2,974,908.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 7,976 shares
    Change vs previous 13F -161 shares

    0.8% of the 13F portfolio, value $2,570,090.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,137 shares
    Change vs previous 13F -173 shares

    0.86% of the 13F portfolio, value $2,566,645.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 8,310 shares
    Change vs previous 13F +1,419 shares

    0.94% of the 13F portfolio, value $2,409,146.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,891 shares
    Change vs previous 13F +1,183 shares

    0.84% of the 13F portfolio, value $1,690,471.

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,708 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,368,217.

    13F-HR 0001457005-25-000002 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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