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Disclosery

Third View Private Wealth, LLC: JPM position timeline

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

Third View Private Wealth, LLC held 24,775 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,775 shares
    Change vs previous 13F +512 shares

    1% of the 13F portfolio, value $8,109,723.

    13F-HR 0002083406-26-000003 filed by Third View 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 24,263 shares
    Change vs previous 13F +915 shares

    0.98% of the 13F portfolio, value $7,137,490.

    13F-HR 0002083406-26-000002 filed by Third View 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 23,348 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $7,523,051.

    13F-HR 0002083406-26-000001 filed by Third View Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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