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Disclosery

Waterfront Wealth Inc.: JPM position timeline

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

Waterfront Wealth Inc. held 8,082 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,082 shares
    Change vs previous 13F -16 shares

    0.42% of the 13F portfolio, value $2,719,298.

    13F-HR 0001775210-26-000008 filed by Waterfront 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 8,098 shares
    Change vs previous 13F -1,829 shares

    0.44% of the 13F portfolio, value $2,382,062.

    13F-HR 0001775210-26-000004 filed by Waterfront 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 9,927 shares
    Change vs previous 13F +13 shares

    0.57% of the 13F portfolio, value $2,978,053.

    13F-HR 0001775210-26-000002 filed by Waterfront 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 9,914 shares
    Change vs previous 13F +297 shares

    0.6% of the 13F portfolio, value $2,909,168.

    13F-HR 0001775210-25-000004 filed by Waterfront 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 9,617 shares
    Change vs previous 13F -113 shares

    0.63% of the 13F portfolio, value $2,788,019.

    13F-HR 0001085146-25-004458 filed by Waterfront 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 9,730 shares
    Change vs previous 13F +39 shares

    0.58% of the 13F portfolio, value $2,386,853.

    13F-HR 0001085146-25-002350 filed by Waterfront 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 9,691 shares
    Change vs previous 13F +317 shares

    0.57% of the 13F portfolio, value $2,323,112.

    13F-HR 0001085146-25-000704 filed by Waterfront Wealth Inc.
    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 9,374 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,096,666.

    13F-HR 0001085146-24-005262 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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