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Generation Capital Management LLC: JPM position timeline

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

Generation Capital Management LLC held 871 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 871 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $285,104.

    13F-HR 0001214659-26-010030 filed by Generation Capital Management 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 871 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $256,213.

    13F-HR 0001214659-26-005813 filed by Generation Capital Management 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 871 shares
    Change vs previous 13F +200 shares

    0.18% of the 13F portfolio, value $280,654.

    13F-HR 0001214659-26-001664 filed by Generation Capital Management 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 671 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $211,654.

    13F-HR 0001214659-25-016064 filed by Generation Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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