Skip to content
Disclosery

UNIQUE WEALTH, LLC: JPM position timeline

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

UNIQUE WEALTH, LLC held 1,195 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,195 shares
    Change vs previous 13F +19 shares

    0.05% of the 13F portfolio, value $391,159.

    13F-HR 0001957124-26-000003 filed by UNIQUE 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 1,176 shares
    Change vs previous 13F +218 shares

    0.05% of the 13F portfolio, value $345,932.

    13F-HR 0001957124-26-000002 filed by UNIQUE 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 958 shares
    Change vs previous 13F +71 shares

    0.04% of the 13F portfolio, value $308,687.

    13F-HR 0001957124-26-000001 filed by UNIQUE 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 887 shares
    Change vs previous 13F +154 shares

    0.04% of the 13F portfolio, value $279,786.

    13F-HR 0001957124-25-000007 filed by UNIQUE 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 733 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $212,504.

    13F-HR 0001957124-25-000003 filed by UNIQUE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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