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Disclosery

Atlas Wealth LLC: JPM position timeline

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

Atlas Wealth LLC held 24,980 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,980 shares
    Change vs previous 13F -227 shares

    1.17% of the 13F portfolio, value $8,176,703.

    13F-HR 0001964106-26-000004 filed by Atlas 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/A 25,207 shares
    Change vs previous 13F -999 shares

    2.22% of the 13F portfolio, value $7,414,891.

    13F-HR/A 0001964106-26-000003 filed by Atlas 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 26,206 shares
    Change vs previous 13F -387 shares

    2.56% of the 13F portfolio, value $8,444,097.

    13F-HR 0001964106-26-000001 filed by Atlas 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 26,593 shares
    Change vs previous 13F -931 shares

    2.71% of the 13F portfolio, value $8,388,230.

    13F-HR 0001964106-25-000002 filed by Atlas 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 27,524 shares
    Change vs previous 13F -137 shares

    2.92% of the 13F portfolio, value $7,993,245.

    13F-HR 0001765380-25-000288 filed by Atlas 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 27,661 shares
    Change vs previous 13F -943 shares

    2.65% of the 13F portfolio, value $6,785,243.

    13F-HR 0001765380-25-000199 filed by Atlas 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 28,604 shares
    Change vs previous 13F -275 shares

    2.59% of the 13F portfolio, value $6,856,665.

    13F-HR 0001765380-25-000079 filed by Atlas 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 28,879 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $6,089,426.

    13F-HR 0001765380-24-000457 filed by Atlas Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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