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Sunpointe, LLC: JPM position timeline

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

Sunpointe, LLC held 9,130 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,130 shares
    Change vs previous 13F -1,421 shares

    0.85% of the 13F portfolio, value $2,988,530.

    13F-HR 0001951757-26-001064 filed by Sunpointe, 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 10,551 shares
    Change vs previous 13F -1,837 shares

    1.02% of the 13F portfolio, value $3,103,621.

    13F-HR 0001951757-26-000676 filed by Sunpointe, 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 12,388 shares
    Change vs previous 13F +255 shares

    1.32% of the 13F portfolio, value $3,991,770.

    13F-HR 0001951757-26-000289 filed by Sunpointe, 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 12,133 shares
    Change vs previous 13F +17 shares

    1.38% of the 13F portfolio, value $3,827,134.

    13F-HR 0001951757-25-001401 filed by Sunpointe, 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 12,116 shares
    Change vs previous 13F +5,427 shares

    1.39% of the 13F portfolio, value $3,512,718.

    13F-HR 0001951757-25-000602 filed by Sunpointe, 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 6,689 shares
    Change vs previous 13F -575 shares

    0.87% of the 13F portfolio, value $1,640,926.

    13F-HR 0001951757-25-000527 filed by Sunpointe, 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 7,264 shares
    Change vs previous 13F +12 shares

    0.88% of the 13F portfolio, value $1,741,113.

    13F-HR 0001951757-25-000169 filed by Sunpointe, 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 7,252 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,529,208.

    13F-HR 0001951757-24-001043 filed by Sunpointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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