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Disclosery

Private Wealth Partners, LLC: JPM position timeline

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

Private Wealth Partners, LLC held 140,251 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 140,251 shares
    Change vs previous 13F -10,608 shares

    3.3% of the 13F portfolio, value $45,908,294.

    13F-HR 0001335851-26-000005 filed by Private Wealth 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 ended2026-03-31
    13F 150,859 shares
    Change vs previous 13F -3,073 shares

    3.42% of the 13F portfolio, value $44,376,546.

    13F-HR 0001335851-26-000002 filed by Private Wealth 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 ended2025-12-31
    13F 153,932 shares
    Change vs previous 13F -2,134 shares

    3.52% of the 13F portfolio, value $49,600,054.

    13F-HR 0001335851-26-000001 filed by Private Wealth 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 ended2025-09-30
    13F 156,066 shares
    Change vs previous 13F -1,375 shares

    3.51% of the 13F portfolio, value $49,227,898.

    13F-HR 0001335851-25-000004 filed by Private Wealth 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 ended2025-06-30
    13F 157,441 shares
    Change vs previous 13F -3,212 shares

    3.56% of the 13F portfolio, value $45,643,708.

    13F-HR 0001085146-25-004438 filed by Private Wealth 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 ended2025-03-31
    13F 160,653 shares
    Change vs previous 13F -12,256 shares

    3.26% of the 13F portfolio, value $39,408,288.

    13F-HR 0001085146-25-002217 filed by Private Wealth 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 ended2024-12-31
    13F 172,909 shares
    Change vs previous 13F -2,483 shares

    3.18% of the 13F portfolio, value $41,448,070.

    13F-HR 0001085146-25-000680 filed by Private Wealth 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 ended2024-09-30
    13F 175,392 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $36,983,109.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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