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Ponta Wealth Partners, LLC: JPM position timeline

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

Ponta Wealth Partners, LLC held 11,487 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,487 shares
    Change vs previous 13F +3,142 shares

    2.01% of the 13F portfolio, value $3,760,040.

    13F-HR 0002107740-26-000005 filed by Ponta 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 8,345 shares
    Change vs previous 13F +814 shares

    1.97% of the 13F portfolio, value $2,454,765.

    13F-HR 0002107740-26-000003 filed by Ponta 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 7,531 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $2,426,639.

    13F-HR 0002107740-26-000002 filed by Ponta Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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