CI Private Wealth, LLC

CIK
0001948780
City
Miami
State / Country
FL

Holdings in JPM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $3,222,200 10,000
2025-12-31 $3,066,485,571 9,516,745
2025-09-30 $1,007,677,091 3,194,614
2025-06-30 $981,826,889 3,386,661
2025-03-31 $820,668,810 3,345,572
2024-12-31 $845,448,299 3,526,963
2024-09-30 $779,197,493 3,695,331
2024-06-30 $728,740,756 3,602,990
2024-03-31 $733,103,006 3,660,025
2023-12-31 $600,870,424 3,532,454
2023-09-30 $431,290,639 2,974,008
2023-06-30 $437,796,505 3,010,152
2023-03-31 $347,013,835 2,662,987
2022-12-31 $274,054,001 2,043,654