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Disclosery

Twelve Points Wealth Management LLC: JPM position timeline

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

Twelve Points Wealth Management LLC held 15,139 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,139 shares
    Change vs previous 13F -289 shares

    0.99% of the 13F portfolio, value $4,955,289.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth Management 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 15,428 shares
    Change vs previous 13F +608 shares

    1% of the 13F portfolio, value $4,538,212.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management 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 14,820 shares
    Change vs previous 13F -245 shares

    1.1% of the 13F portfolio, value $4,878,557.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management 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 15,065 shares
    Change vs previous 13F -15 shares

    1.18% of the 13F portfolio, value $4,751,977.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management 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 15,080 shares
    Change vs previous 13F +45 shares

    1.18% of the 13F portfolio, value $4,371,929.

    13F-HR 0001877090-25-000004 filed by Twelve Points Wealth Management 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 15,035 shares
    Change vs previous 13F -701 shares

    1% of the 13F portfolio, value $3,688,168.

    13F-HR 0001877090-25-000003 filed by Twelve Points Wealth Management 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 15,736 shares
    Change vs previous 13F -365 shares

    1.08% of the 13F portfolio, value $3,772,005.

    13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management 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 16,101 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,395,012.

    13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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