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Sculati Wealth Management, LLC: JPM position timeline

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

Sculati Wealth Management, LLC held 16,559 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,559 shares
    Change vs previous 13F -749 shares

    1.88% of the 13F portfolio, value $5,648,275.

    13F-HR 0001803397-26-000008 filed by Sculati 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 17,308 shares
    Change vs previous 13F -733 shares

    1.88% of the 13F portfolio, value $5,091,321.

    13F-HR 0001803397-26-000004 filed by Sculati 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 18,041 shares
    Change vs previous 13F -274 shares

    2.05% of the 13F portfolio, value $5,813,171.

    13F-HR 0001803397-26-000002 filed by Sculati 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 18,315 shares
    Change vs previous 13F -336 shares

    2.04% of the 13F portfolio, value $5,777,100.

    13F-HR 0001803397-25-000008 filed by Sculati 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 18,651 shares
    Change vs previous 13F -433 shares

    2.03% of the 13F portfolio, value $5,407,111.

    13F-HR 0001803397-25-000005 filed by Sculati 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 19,084 shares
    Change vs previous 13F -291 shares

    1.89% of the 13F portfolio, value $4,681,305.

    13F-HR 0001803397-25-000004 filed by Sculati 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/A 19,375 shares
    Change vs previous 13F -370 shares

    1.84% of the 13F portfolio, value $4,644,381.

    13F-HR/A 0001803397-25-000002 filed by Sculati 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/A 19,745 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,163,431.

    13F-HR/A 0001803397-25-000003 filed by Sculati Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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