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Disclosery

GenTrust, LLC: JPM position timeline

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

GenTrust, LLC held 15,481 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,481 shares
    Change vs previous 13F +2,113 shares

    0.19% of the 13F portfolio, value $5,067,325.

    13F-HR 0001697110-26-000003 filed by GenTrust, 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 13,368 shares
    Change vs previous 13F +8,534 shares

    0.17% of the 13F portfolio, value $3,932,360.

    13F-HR 0001697110-26-000002 filed by GenTrust, 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 4,834 shares
    Change vs previous 13F -1,420 shares

    0.07% of the 13F portfolio, value $1,557,743.

    13F-HR 0001697110-26-000001 filed by GenTrust, 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 6,254 shares
    Change vs previous 13F -940 shares

    0.09% of the 13F portfolio, value $1,972,614.

    13F-HR 0001697110-25-000003 filed by GenTrust, 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 7,194 shares
    Change vs previous 13F -683 shares

    0.1% of the 13F portfolio, value $2,085,635.

    13F-HR 0001085146-25-004344 filed by GenTrust, 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 7,877 shares
    Change vs previous 13F +744 shares

    0.09% of the 13F portfolio, value $1,932,298.

    13F-HR 0001085146-25-002301 filed by GenTrust, 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 7,133 shares
    Change vs previous 13F +464 shares

    0.07% of the 13F portfolio, value $1,709,766.

    13F-HR 0001085146-25-000763 filed by GenTrust, 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 6,669 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,406,200.

    13F-HR 0001085146-24-005503 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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