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Disclosery

Turn8 Private Wealth Inc.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Turn8 Private Wealth Inc. on JPM, newest first. How the timeline and the estimate are built.

Turn8 Private Wealth Inc. held 13,775 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 13,775 shares
    Change vs previous 13F -1,764 shares

    3.11% of the 13F portfolio, value $4,664,292.

    13F-HR 0002070026-26-000003 filed by Turn8 Private Wealth Inc.
    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 15,539 shares
    Change vs previous 13F +2,321 shares

    2.86% of the 13F portfolio, value $4,571,000.

    13F-HR 0002070026-26-000002 filed by Turn8 Private Wealth Inc.
    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 13,218 shares
    Change vs previous 13F -51 shares

    3.05% of the 13F portfolio, value $4,259,103.

    13F-HR 0002070026-26-000001 filed by Turn8 Private Wealth Inc.
    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 13,269 shares
    Change vs previous 13F -274 shares

    3% of the 13F portfolio, value $4,185,440.

    13F-HR 0002070026-25-000005 filed by Turn8 Private Wealth Inc.
    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 13,543 shares
    Change vs previous 13F -1,075 shares

    2.84% of the 13F portfolio, value $3,935,395.

    13F-HR 0002070026-25-000003 filed by Turn8 Private Wealth Inc.
    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 14,618 shares
    Change vs previous 13F -72 shares

    2.8% of the 13F portfolio, value $3,585,795.

    13F-HR 0002070026-25-000002 filed by Turn8 Private Wealth Inc.
    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 14,690 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $3,521,339.

    13F-HR 0002070026-25-000001 filed by Turn8 Private Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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