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Disclosery

BigSur Wealth Management LLC: JPM position timeline

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

BigSur Wealth Management LLC held 37,290 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,290 shares
    Change vs previous 13F +7,103 shares

    2.94% of the 13F portfolio, value $12,206,136.

    13F-HR 0001398344-26-012137 filed by BigSur Wealth Management 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 30,187 shares
    Change vs previous 13F -6,389 shares

    2.49% of the 13F portfolio, value $8,879,808.

    13F-HR 0001398344-26-006828 filed by BigSur Wealth Management 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 36,576 shares
    Change vs previous 13F 0 shares

    2.86% of the 13F portfolio, value $11,785,519.

    13F-HR 0001398344-26-001298 filed by BigSur Wealth Management 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 36,576 shares
    Change vs previous 13F -2,115 shares

    2.83% of the 13F portfolio, value $11,537,168.

    13F-HR 0001398344-25-019122 filed by BigSur Wealth Management 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 38,691 shares
    Change vs previous 13F -5 shares

    2.83% of the 13F portfolio, value $11,216,908.

    13F-HR 0001398344-25-013158 filed by BigSur Wealth Management 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 38,696 shares
    Change vs previous 13F +5,340 shares

    2.57% of the 13F portfolio, value $9,492,129.

    13F-HR 0001398344-25-007207 filed by BigSur Wealth Management 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 33,356 shares
    Change vs previous 13F -1,937 shares

    2.28% of the 13F portfolio, value $7,995,767.

    13F-HR 0001398344-25-000735 filed by BigSur Wealth Management 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 35,293 shares
    Change vs previous 13F not available

    2.05% of the 13F portfolio, value $7,441,882.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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