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Disclosery

Performance Wealth Partners, LLC: JPM position timeline

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

Performance Wealth Partners, LLC held 219,412 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,412 shares
    Change vs previous 13F +3,120 shares

    1.78% of the 13F portfolio, value $71,820,042.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 216,292 shares
    Change vs previous 13F +2,998 shares

    1.85% of the 13F portfolio, value $63,624,531.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 213,294 shares
    Change vs previous 13F +4,283 shares

    1.86% of the 13F portfolio, value $68,727,548.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 209,011 shares
    Change vs previous 13F +5,398 shares

    1.84% of the 13F portfolio, value $65,928,354.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 203,613 shares
    Change vs previous 13F +4,036 shares

    1.89% of the 13F portfolio, value $59,029,586.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 199,577 shares
    Change vs previous 13F +17,997 shares

    1.75% of the 13F portfolio, value $48,956,270.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 181,580 shares
    Change vs previous 13F +15,979 shares

    1.4% of the 13F portfolio, value $43,526,609.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 165,601 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $34,917,706.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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