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Disclosery

Geller Advisors LLC: JPM position timeline

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

Geller Advisors LLC held 8,065 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 8,065 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,933,261.

    13F-HR 0001172661-25-001093 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 8,065 shares
    Change vs previous 13F +100 shares

    0.12% of the 13F portfolio, value $1,700,586.

    13F-HR 0001172661-24-005341 filed by Geller 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 ended2024-06-30
    13F 7,965 shares
    Change vs previous 13F +658 shares

    0.12% of the 13F portfolio, value $1,611,001.

    13F-HR 0001172661-24-003307 filed by Geller 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 ended2024-03-31
    13F 7,307 shares
    Change vs previous 13F +544 shares

    0.12% of the 13F portfolio, value $1,463,592.

    13F-HR 0001172661-24-002269 filed by Geller 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 ended2023-12-31
    13F 6,763 shares
    Change vs previous 13F -1,082 shares

    0.11% of the 13F portfolio, value $1,150,386.

    13F-HR 0001172661-24-001233 filed by Geller 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 ended2023-09-30
    13F 7,845 shares
    Change vs previous 13F -3,502 shares

    0.13% of the 13F portfolio, value $1,137,682.

    13F-HR 0001172661-23-003797 filed by Geller 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 ended2023-06-30
    13F 11,347 shares
    Change vs previous 13F +5,385 shares

    0.21% of the 13F portfolio, value $1,650,308.

    13F-HR 0001172661-23-002832 filed by Geller 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 ended2023-03-31
    13F 5,962 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $776,908.

    13F-HR 0001172661-23-002085 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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