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Disclosery

Stonebridge Financial Group, LLC: JPM position timeline

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

Stonebridge Financial Group, LLC held 38,712 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 38,712 shares
    Change vs previous 13F +633 shares

    0.94% of the 13F portfolio, value $12,807,061.

    13F-HR 0001999371-26-021857 filed by Stonebridge Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 38,079 shares
    Change vs previous 13F +1,753 shares

    0.95% of the 13F portfolio, value $12,464,283.

    13F-HR 0001999371-26-014273 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,326 shares
    Change vs previous 13F +2,964 shares

    0.88% of the 13F portfolio, value $10,685,753.

    13F-HR 0001999371-26-007873 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 33,362 shares
    Change vs previous 13F +6,363 shares

    0.92% of the 13F portfolio, value $10,749,855.

    13F-HR 0001999371-26-001274 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,999 shares
    Change vs previous 13F +58 shares

    0.75% of the 13F portfolio, value $8,516,225.

    13F-HR 0001999371-25-015688 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 26,941 shares
    Change vs previous 13F -562 shares

    0.76% of the 13F portfolio, value $7,810,495.

    13F-HR 0001999371-25-009685 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 27,503 shares
    Change vs previous 13F +23,239 shares

    0.72% of the 13F portfolio, value $6,746,439.

    13F-HR 0001999371-25-004732 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,264 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,022,170.

    13F-HR 0001999371-25-000834 filed by Stonebridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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