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Disclosery

Simplicity Wealth,LLC: JPM position timeline

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

Simplicity Wealth,LLC held 49,181 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,181 shares
    Change vs previous 13F +13,781 shares

    0.54% of the 13F portfolio, value $16,098,347.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 35,400 shares
    Change vs previous 13F +2,307 shares

    0.59% of the 13F portfolio, value $10,413,276.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 33,093 shares
    Change vs previous 13F -1,605 shares

    0.64% of the 13F portfolio, value $10,663,240.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 34,698 shares
    Change vs previous 13F -17,887 shares

    0.63% of the 13F portfolio, value $10,944,660.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 52,585 shares
    Change vs previous 13F +22,740 shares

    0.63% of the 13F portfolio, value $15,245,153.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 29,845 shares
    Change vs previous 13F +13,166 shares

    0.57% of the 13F portfolio, value $7,321,132.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 16,679 shares
    Change vs previous 13F -14,004 shares

    0.83% of the 13F portfolio, value $3,998,238.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 30,683 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $6,469,798.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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