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Disclosery

Stone Summit Wealth LLC: JPM position timeline

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

Stone Summit Wealth LLC held 27,174 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,174 shares
    Change vs previous 13F -1,068 shares

    2.26% of the 13F portfolio, value $8,894,980.

    13F-HR 0001754960-26-000614 filed by Stone Summit 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 28,242 shares
    Change vs previous 13F -1,688 shares

    2.31% of the 13F portfolio, value $8,307,670.

    13F-HR 0002085853-26-000460 filed by Stone Summit 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 29,930 shares
    Change vs previous 13F -1,073 shares

    2.62% of the 13F portfolio, value $9,643,937.

    13F-HR 0002085853-26-000102 filed by Stone Summit 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 31,003 shares
    Change vs previous 13F +579 shares

    2.77% of the 13F portfolio, value $9,779,380.

    13F-HR 0002085853-25-000137 filed by Stone Summit 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 30,424 shares
    Change vs previous 13F -343 shares

    2.73% of the 13F portfolio, value $8,820,222.

    13F-HR 0001667731-25-000854 filed by Stone Summit 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 30,767 shares
    Change vs previous 13F -334 shares

    2.56% of the 13F portfolio, value $7,547,142.

    13F-HR 0001667731-25-000518 filed by Stone Summit 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 31,101 shares
    Change vs previous 13F -1,088 shares

    2.5% of the 13F portfolio, value $7,455,276.

    13F-HR 0001667731-25-000149 filed by Stone Summit 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 32,189 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $6,787,441.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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