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Disclosery

CGC Financial Services, LLC: JPM position timeline

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

CGC Financial Services, LLC held 1,753 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,753 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $579,945.

    13F-HR 0001992785-26-000006 filed by CGC Financial Services, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,753 shares
    Change vs previous 13F -41 shares

    0.13% of the 13F portfolio, value $573,809.

    13F-HR 0001992785-26-000004 filed by CGC Financial Services, 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 1,794 shares
    Change vs previous 13F -267 shares

    0.15% of the 13F portfolio, value $527,723.

    13F-HR 0001992785-26-000003 filed by CGC Financial Services, 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 2,061 shares
    Change vs previous 13F -61 shares

    0.18% of the 13F portfolio, value $664,340.

    13F-HR 0001992785-26-000001 filed by CGC Financial Services, 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 2,122 shares
    Change vs previous 13F +112 shares

    0.18% of the 13F portfolio, value $669,266.

    13F-HR 0001992785-25-000007 filed by CGC Financial Services, 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 2,010 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $582,649.

    13F-HR 0001992785-25-000004 filed by CGC Financial Services, 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 2,010 shares
    Change vs previous 13F -400 shares

    0.19% of the 13F portfolio, value $492,994.

    13F-HR 0001992785-25-000003 filed by CGC Financial Services, 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 2,410 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $577,643.

    13F-HR 0001992785-25-000001 filed by CGC Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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