Stonegate Investment Group, LLC: JPM position timeline

Stonegate Investment Group, LLC held 579,471 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 579,471 shares

   Change vs previous 13F -10,618 shares

   4.24% of the 13F portfolio, value $182,782,594.

   13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 590,089 shares

   Change vs previous 13F -121,997 shares

   4.3% of the 13F portfolio, value $171,072,769.

   13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 712,086 shares

   Change vs previous 13F -1,990 shares

   4.67% of the 13F portfolio, value $174,674,606.

   13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 714,076 shares

   Change vs previous 13F -16,124 shares

   4.57% of the 13F portfolio, value $171,171,242.

   13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 730,200 shares

   Change vs previous 13F +9,665 shares

   4.06% of the 13F portfolio, value $153,969,868.

   13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 720,535 shares

   Change vs previous 13F +5,520 shares

   4.22% of the 13F portfolio, value $145,735,410.

   13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
   Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 715,015 shares

   Change vs previous 13F +5,374 shares

   4.49% of the 13F portfolio, value $143,217,545.

   13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
   Filed 2024-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 709,641 shares

   Change vs previous 13F not available

   4% of the 13F portfolio, value $120,709,941.

   13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
   Filed 2024-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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