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GC Wealth Management RIA, LLC: JPM position timeline

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

GC Wealth Management RIA, LLC held 39,243 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,243 shares
    Change vs previous 13F -12,497 shares

    0.74% of the 13F portfolio, value $12,845,411.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 51,740 shares
    Change vs previous 13F +1,633 shares

    0.63% of the 13F portfolio, value $15,219,838.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 50,107 shares
    Change vs previous 13F -25,697 shares

    0.59% of the 13F portfolio, value $16,145,478.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 75,804 shares
    Change vs previous 13F +27,913 shares

    0.79% of the 13F portfolio, value $23,910,899.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 47,891 shares
    Change vs previous 13F +16,365 shares

    1.13% of the 13F portfolio, value $13,884,080.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, 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 31,526 shares
    Change vs previous 13F +834 shares

    1.42% of the 13F portfolio, value $7,733,328.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, 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 30,692 shares
    Change vs previous 13F +1,483 shares

    1.29% of the 13F portfolio, value $7,357,179.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, 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 29,209 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $6,159,010.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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