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Disclosery

CrossGen Wealth, LLC: JPM position timeline

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

CrossGen Wealth, LLC held 13,849 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 13,849 shares
    Change vs previous 13F +86 shares

    3.52% of the 13F portfolio, value $4,533,351.

    13F-HR 0002112179-26-000003 filed by CrossGen Wealth, 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 13,763 shares
    Change vs previous 13F -18 shares

    3.56% of the 13F portfolio, value $4,048,444.

    13F-HR 0002112179-26-000002 filed by CrossGen Wealth, 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 13,781 shares
    Change vs previous 13F not available

    3.91% of the 13F portfolio, value $4,440,600.

    13F-HR 0002112179-26-000001 filed by CrossGen Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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