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Disclosery

Stonebrook Private Inc.: JPM position timeline

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

Stonebrook Private Inc. held 16,046 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,046 shares
    Change vs previous 13F -767 shares

    0.96% of the 13F portfolio, value $5,252,490.

    13F-HR 0001765380-26-000393 filed by Stonebrook Private Inc.
    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 16,813 shares
    Change vs previous 13F -131 shares

    1.05% of the 13F portfolio, value $4,945,588.

    13F-HR 0001765380-26-000202 filed by Stonebrook Private Inc.
    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 16,944 shares
    Change vs previous 13F -16,272 shares

    1.14% of the 13F portfolio, value $5,459,625.

    13F-HR 0001765380-26-000103 filed by Stonebrook Private Inc.
    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 33,216 shares
    Change vs previous 13F +346 shares

    2.26% of the 13F portfolio, value $10,477,372.

    13F-HR 0001765380-25-000461 filed by Stonebrook Private Inc.
    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 32,870 shares
    Change vs previous 13F +315 shares

    2.22% of the 13F portfolio, value $9,470,210.

    13F-HR 0001765380-25-000325 filed by Stonebrook Private Inc.
    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 32,555 shares
    Change vs previous 13F -238 shares

    2.08% of the 13F portfolio, value $7,985,690.

    13F-HR 0001765380-25-000157 filed by Stonebrook Private Inc.
    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 32,793 shares
    Change vs previous 13F -734 shares

    2.06% of the 13F portfolio, value $7,860,698.

    13F-HR 0001765380-25-000116 filed by Stonebrook Private Inc.
    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 33,527 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $7,069,490.

    13F-HR 0001765380-24-000429 filed by Stonebrook Private Inc.
    Filed (acceptance time not in the bulk data set), ingested

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