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GeoWealth Management, LLC: JCPB position timeline

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

GeoWealth Management, LLC held 25,441 JCPB shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,441 shares
    Change vs previous 13F +3,297 shares

    0.04% of the 13F portfolio, value $1,194,216.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 22,144 shares
    Change vs previous 13F +3,368 shares

    0.04% of the 13F portfolio, value $1,042,552.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 18,776 shares
    Change vs previous 13F -1,721 shares

    0.03% of the 13F portfolio, value $889,003.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 20,497 shares
    Change vs previous 13F -3,170 shares

    0.04% of the 13F portfolio, value $974,641.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 23,667 shares
    Change vs previous 13F +425 shares

    0.04% of the 13F portfolio, value $1,113,748.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 23,242 shares
    Change vs previous 13F +2,481 shares

    0.04% of the 13F portfolio, value $1,093,300.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 20,761 shares
    Change vs previous 13F -1,466 shares

    0.03% of the 13F portfolio, value $956,447.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 22,227 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,072,303.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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