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Disclosery

GDS Wealth Management: JPM position timeline

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

GDS Wealth Management held 95,954 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,954 shares
    Change vs previous 13F +5,078 shares

    1.49% of the 13F portfolio, value $31,408,623.

    13F-HR 0001940869-26-000003 filed by GDS Wealth Management
    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 90,876 shares
    Change vs previous 13F +4,273 shares

    1.61% of the 13F portfolio, value $26,732,084.

    13F-HR 0001940869-26-000002 filed by GDS Wealth Management
    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 86,603 shares
    Change vs previous 13F +930 shares

    1.75% of the 13F portfolio, value $27,905,315.

    13F-HR 0001940869-26-000001 filed by GDS Wealth Management
    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 85,673 shares
    Change vs previous 13F +1,600 shares

    1.78% of the 13F portfolio, value $27,023,916.

    13F-HR 0001940869-25-000003 filed by GDS Wealth Management
    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 84,073 shares
    Change vs previous 13F +724 shares

    1.78% of the 13F portfolio, value $24,373,489.

    13F-HR 0001221073-25-000074 filed by GDS Wealth Management
    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 83,349 shares
    Change vs previous 13F +3,474 shares

    1.74% of the 13F portfolio, value $20,445,627.

    13F-HR 0001221073-25-000055 filed by GDS Wealth Management
    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 79,875 shares
    Change vs previous 13F +2,459 shares

    1.74% of the 13F portfolio, value $19,146,926.

    13F-HR 0001221073-25-000013 filed by GDS Wealth Management
    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 77,416 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $16,323,990.

    13F-HR 0001221073-24-000097 filed by GDS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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