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Disclosery

Principle Wealth Partners LLC: JPM position timeline

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

Principle Wealth Partners LLC held 357,917 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 357,917 shares
    Change vs previous 13F +149 shares

    5.78% of the 13F portfolio, value $117,156,896.

    13F-HR 0001951757-26-001184 filed by Principle 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 357,768 shares
    Change vs previous 13F -338 shares

    6.01% of the 13F portfolio, value $105,241,069.

    13F-HR 0001951757-26-000791 filed by Principle 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 358,106 shares
    Change vs previous 13F +2,722 shares

    6.5% of the 13F portfolio, value $115,388,926.

    13F-HR 0001951757-26-000397 filed by Principle 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 355,384 shares
    Change vs previous 13F -232 shares

    6.51% of the 13F portfolio, value $112,098,839.

    13F-HR 0001951757-25-001250 filed by Principle 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 355,616 shares
    Change vs previous 13F +3,708 shares

    6.44% of the 13F portfolio, value $103,096,696.

    13F-HR 0001951757-25-001006 filed by Principle 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 351,908 shares
    Change vs previous 13F -268 shares

    6.17% of the 13F portfolio, value $86,323,089.

    13F-HR 0001951757-25-000521 filed by Principle 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 352,176 shares
    Change vs previous 13F -544 shares

    5.92% of the 13F portfolio, value $84,420,344.

    13F-HR 0001951757-25-000146 filed by Principle 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 352,720 shares
    Change vs previous 13F not available

    5.27% of the 13F portfolio, value $74,374,565.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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