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Private Portfolio Partners LLC: JPM position timeline

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

Private Portfolio Partners LLC held 8,723 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 8,723 shares
    Change vs previous 13F +212 shares

    0.38% of the 13F portfolio, value $2,091,045.

    13F-HR 0001766520-25-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 8,511 shares
    Change vs previous 13F +143 shares

    0.34% of the 13F portfolio, value $1,794,587.

    13F-HR 0001766520-24-000006 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 8,368 shares
    Change vs previous 13F -165 shares

    1.38% of the 13F portfolio, value $1,692,548.

    13F-HR 0001766520-24-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 8,533 shares
    Change vs previous 13F -274 shares

    0.36% of the 13F portfolio, value $1,709,128.

    13F-HR 0001766520-24-000002 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 8,807 shares
    Change vs previous 13F -77 shares

    0.34% of the 13F portfolio, value $1,498,146.

    13F-HR 0001766520-24-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 8,884 shares
    Change vs previous 13F +107 shares

    0.33% of the 13F portfolio, value $1,288,338.

    13F-HR 0001766520-23-000004 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 8,777 shares
    Change vs previous 13F -154 shares

    0.33% of the 13F portfolio, value $1,276,539.

    13F-HR 0001766520-23-000003 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 8,931 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,163,790.

    13F-HR 0001766520-23-000001 filed by Private Portfolio Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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