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Gallagher Capital Advisors, LLC: JPM position timeline

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

Gallagher Capital Advisors, LLC held 11,380 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,380 shares
    Change vs previous 13F -10 shares

    2.02% of the 13F portfolio, value $3,764,893.

    13F-HR 0002085853-26-001131 filed by Gallagher Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,390 shares
    Change vs previous 13F -82 shares

    2.13% of the 13F portfolio, value $3,728,335.

    13F-HR 0002085853-26-000931 filed by Gallagher Capital Advisors, 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 11,472 shares
    Change vs previous 13F -98 shares

    2.27% of the 13F portfolio, value $3,374,668.

    13F-HR 0002085853-26-000566 filed by Gallagher Capital Advisors, 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 11,570 shares
    Change vs previous 13F -566 shares

    2.41% of the 13F portfolio, value $3,727,953.

    13F-HR 0002085853-26-000260 filed by Gallagher Capital Advisors, 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 12,136 shares
    Change vs previous 13F -109 shares

    2.15% of the 13F portfolio, value $3,742,213.

    13F-HR 0002085853-25-000234 filed by Gallagher Capital Advisors, 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 12,245 shares
    Change vs previous 13F -87 shares

    2.95% of the 13F portfolio, value $3,646,792.

    13F-HR 0001667731-25-001018 filed by Gallagher Capital Advisors, 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 12,332 shares
    Change vs previous 13F +51 shares

    2.31% of the 13F portfolio, value $3,025,033.

    13F-HR 0001667731-25-000488 filed by Gallagher Capital Advisors, 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 12,281 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $2,943,976.

    13F-HR 0001667731-25-000221 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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