Skip to content
Disclosery

Lodestone Wealth Management LLC: JPM position timeline

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

Lodestone Wealth Management LLC held 13,295 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,295 shares
    Change vs previous 13F -898 shares

    1.54% of the 13F portfolio, value $4,351,894.

    13F-HR 0001950158-26-000004 filed by Lodestone 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/A 14,193 shares
    Change vs previous 13F -68 shares

    1.65% of the 13F portfolio, value $4,175,005.

    13F-HR/A 0001950158-26-000003 filed by Lodestone 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 14,261 shares
    Change vs previous 13F -704 shares

    1.87% of the 13F portfolio, value $4,595,260.

    13F-HR 0001950158-26-000001 filed by Lodestone 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 14,965 shares
    Change vs previous 13F +84 shares

    2.12% of the 13F portfolio, value $4,720,431.

    13F-HR 0001950158-25-000007 filed by Lodestone 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 14,881 shares
    Change vs previous 13F -2,797 shares

    2.1% of the 13F portfolio, value $4,314,256.

    13F-HR 0001754960-25-000570 filed by Lodestone 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 17,678 shares
    Change vs previous 13F -1,676 shares

    2.31% of the 13F portfolio, value $4,336,507.

    13F-HR 0001950158-25-000005 filed by Lodestone 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 19,354 shares
    Change vs previous 13F -2,209 shares

    2.33% of the 13F portfolio, value $4,639,291.

    13F-HR 0001950158-25-000001 filed by Lodestone 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 21,563 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $4,546,831.

    13F-HR 0001950158-24-000005 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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