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Disclosery

XXI WEALTH, LLC: JPM position timeline

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

XXI WEALTH, LLC held 12,887 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,887 shares
    Change vs previous 13F +139 shares

    1.94% of the 13F portfolio, value $4,218,302.

    13F-HR 0002047463-26-000004 filed by XXI 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 12,748 shares
    Change vs previous 13F -985 shares

    2.12% of the 13F portfolio, value $3,749,952.

    13F-HR 0002047463-26-000003 filed by XXI 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 13,733 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $4,425,047.

    13F-HR 0002047463-26-000002 filed by XXI WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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