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TWIN CITY PRIVATE WEALTH, LLC: JPM position timeline

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

TWIN CITY PRIVATE WEALTH, LLC held 13,274 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,274 shares
    Change vs previous 13F +129 shares

    3.05% of the 13F portfolio, value $4,344,876.

    13F-HR 0001398344-26-014206 filed by TWIN CITY 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 13,145 shares
    Change vs previous 13F -811 shares

    2.93% of the 13F portfolio, value $3,866,599.

    13F-HR 0001398344-26-007184 filed by TWIN CITY 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 13,956 shares
    Change vs previous 13F +501 shares

    3.4% of the 13F portfolio, value $4,496,757.

    13F-HR 0001398344-26-003119 filed by TWIN CITY PRIVATE WEALTH, 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 13,455 shares
    Change vs previous 13F +1,059 shares

    3.31% of the 13F portfolio, value $4,244,003.

    13F-HR 0001398344-25-020234 filed by TWIN CITY PRIVATE WEALTH, 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 12,396 shares
    Change vs previous 13F -6,136 shares

    2.94% of the 13F portfolio, value $3,593,863.

    13F-HR 0001398344-25-014448 filed by TWIN CITY PRIVATE WEALTH, 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 18,532 shares
    Change vs previous 13F -237 shares

    4% of the 13F portfolio, value $4,545,812.

    13F-HR 0001398344-25-009093 filed by TWIN CITY PRIVATE WEALTH, 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 18,769 shares
    Change vs previous 13F -119 shares

    3.98% of the 13F portfolio, value $4,499,171.

    13F-HR 0001398344-25-002430 filed by TWIN CITY PRIVATE WEALTH, 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 18,888 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $3,982,629.

    13F-HR 0001398344-24-020894 filed by TWIN CITY PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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