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SteelPeak Wealth, LLC: JPM position timeline

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

SteelPeak Wealth, LLC held 43,921 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,921 shares
    Change vs previous 13F -26,665 shares

    0.38% of the 13F portfolio, value $14,376,551.

    13F-HR 0001801868-26-000003 filed by SteelPeak 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 70,586 shares
    Change vs previous 13F +20,412 shares

    0.65% of the 13F portfolio, value $20,763,577.

    13F-HR 0001801868-26-000002 filed by SteelPeak 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 50,174 shares
    Change vs previous 13F -27,168 shares

    0.53% of the 13F portfolio, value $16,166,932.

    13F-HR 0001801868-26-000001 filed by SteelPeak 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 77,342 shares
    Change vs previous 13F +11,682 shares

    0.82% of the 13F portfolio, value $24,395,900.

    13F-HR 0001801868-25-000003 filed by SteelPeak 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 65,660 shares
    Change vs previous 13F -1,968 shares

    0.74% of the 13F portfolio, value $19,035,618.

    13F-HR 0001221073-25-000064 filed by SteelPeak 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 67,628 shares
    Change vs previous 13F +13,832 shares

    0.71% of the 13F portfolio, value $16,589,191.

    13F-HR 0001221073-25-000042 filed by SteelPeak 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 53,796 shares
    Change vs previous 13F -14,468 shares

    0.53% of the 13F portfolio, value $12,895,484.

    13F-HR 0001221073-25-000006 filed by SteelPeak 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 68,264 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $14,394,130.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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