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Disclosery

Stone Wealth Partners: JPM position timeline

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

Stone Wealth Partners held 4,181 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,181 shares
    Change vs previous 13F +27 shares

    1% of the 13F portfolio, value $1,369,428.

    13F-HR 0001754960-26-000549 filed by Stone Wealth Partners
    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 4,154 shares
    Change vs previous 13F -1,714 shares

    1.1% of the 13F portfolio, value $1,221,857.

    13F-HR 0001754960-26-000370 filed by Stone Wealth Partners
    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 5,868 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $1,890,674.

    13F-HR 0001754960-26-000192 filed by Stone Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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