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RIDGECREST WEALTH PARTNERS, LLC: JPM position timeline

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

RIDGECREST WEALTH PARTNERS, LLC held 6,016 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 6,016 shares
    Change vs previous 13F -851 shares

    0.95% of the 13F portfolio, value $1,969,153.

    13F-HR 0001860719-26-000004 filed by RIDGECREST 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 6,867 shares
    Change vs previous 13F +1 shares

    1.11% of the 13F portfolio, value $2,019,869.

    13F-HR 0001860719-26-000002 filed by RIDGECREST 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 6,866 shares
    Change vs previous 13F -1,037 shares

    1.2% of the 13F portfolio, value $2,212,468.

    13F-HR 0001860719-26-000001 filed by RIDGECREST 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 7,903 shares
    Change vs previous 13F +42 shares

    1.13% of the 13F portfolio, value $2,492,947.

    13F-HR 0001860719-25-000007 filed by RIDGECREST 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 7,861 shares
    Change vs previous 13F +7 shares

    1.2% of the 13F portfolio, value $2,279,009.

    13F-HR 0001860719-25-000005 filed by RIDGECREST 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 7,854 shares
    Change vs previous 13F +497 shares

    1.01% of the 13F portfolio, value $1,926,609.

    13F-HR 0001860719-25-000003 filed by RIDGECREST 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 7,357 shares
    Change vs previous 13F -1,700 shares

    0.96% of the 13F portfolio, value $1,763,569.

    13F-HR 0001860719-25-000001 filed by RIDGECREST 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 9,057 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,909,779.

    13F-HR 0001860719-24-000004 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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