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Disclosery

Goldenstone Wealth Management LLC: JPM position timeline

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

Goldenstone Wealth Management LLC held 4,858 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,858 shares
    Change vs previous 13F +96 shares

    1.04% of the 13F portfolio, value $1,590,090.

    13F-HR 0002109094-26-000004 filed by Goldenstone 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 4,762 shares
    Change vs previous 13F +79 shares

    1.02% of the 13F portfolio, value $1,400,740.

    13F-HR 0002109094-26-000003 filed by Goldenstone 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 4,683 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,508,921.

    13F-HR 0002109094-26-000002 filed by Goldenstone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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