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GeoWealth Management, LLC: JMSI position timeline

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

GeoWealth Management, LLC held 39,875 JMSI 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 39,875 shares
    Change vs previous 13F -7,803 shares

    0.06% of the 13F portfolio, value $2,011,273.

    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 47,678 shares
    Change vs previous 13F -4,386 shares

    0.09% of the 13F portfolio, value $2,371,948.

    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 52,064 shares
    Change vs previous 13F -14,220 shares

    0.1% of the 13F portfolio, value $2,622,977.

    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 66,284 shares
    Change vs previous 13F +2,758 shares

    0.12% of the 13F portfolio, value $3,328,763.

    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 63,526 shares
    Change vs previous 13F -9,909 shares

    0.12% of the 13F portfolio, value $3,139,435.

    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 73,435 shares
    Change vs previous 13F -20,183 shares

    0.15% of the 13F portfolio, value $3,657,043.

    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 93,618 shares
    Change vs previous 13F -8,375 shares

    0.15% of the 13F portfolio, value $4,687,472.

    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 101,993 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,204,694.

    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).