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Disclosery

Stillwater Wealth Management Group: JPM position timeline

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

Stillwater Wealth Management Group held 15,547 JPM shares at 2026-03-31 per its 13F-HR filed 2026-05-11.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 15,547 shares
    Change vs previous 13F +446 shares

    2.83% of the 13F portfolio, value $4,573,172.

    13F-HR 0002063941-26-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 15,101 shares
    Change vs previous 13F +76 shares

    3.3% of the 13F portfolio, value $4,865,809.

    13F-HR 0002063941-26-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 15,025 shares
    Change vs previous 13F +1,083 shares

    3.32% of the 13F portfolio, value $4,739,413.

    13F-HR 0002063941-25-000005 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 13,942 shares
    Change vs previous 13F +870 shares

    2.96% of the 13F portfolio, value $3,419,957.

    13F-HR 0002063941-25-000002 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 13,072 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $3,133,581.

    13F-HR 0002063941-25-000001 filed by Stillwater Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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