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Disclosery

Composition Wealth, LLC: JPM position timeline

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

Composition Wealth, LLC held 135,192 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,192 shares
    Change vs previous 13F +1,623 shares

    0.52% of the 13F portfolio, value $44,252,472.

    13F-HR 0001951757-26-001020 filed by Composition 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 133,569 shares
    Change vs previous 13F -1,136 shares

    0.54% of the 13F portfolio, value $39,290,785.

    13F-HR 0001951757-26-000540 filed by Composition 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 134,705 shares
    Change vs previous 13F +8,671 shares

    0.62% of the 13F portfolio, value $43,404,607.

    13F-HR 0001951757-26-000334 filed by Composition 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 126,034 shares
    Change vs previous 13F +4,598 shares

    0.6% of the 13F portfolio, value $39,754,929.

    13F-HR 0001951757-25-001181 filed by Composition 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 121,436 shares
    Change vs previous 13F +16,217 shares

    0.59% of the 13F portfolio, value $35,205,535.

    13F-HR 0001951757-25-000900 filed by Composition 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 105,219 shares
    Change vs previous 13F +624 shares

    0.52% of the 13F portfolio, value $25,810,329.

    13F-HR 0001951757-25-000347 filed by Composition 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 104,595 shares
    Change vs previous 13F +38,078 shares

    0.51% of the 13F portfolio, value $25,072,539.

    13F-HR 0001951757-25-000008 filed by Composition 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 66,517 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $14,025,855.

    13F-HR 0001951757-24-000972 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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