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Disclosery

GeoWealth Management, LLC: JPM position timeline

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

GeoWealth Management, LLC held 29,636 JPM 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 29,636 shares
    Change vs previous 13F -2,683 shares

    0.31% of the 13F portfolio, value $9,700,679.

    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 32,319 shares
    Change vs previous 13F -588 shares

    0.34% of the 13F portfolio, value $9,506,680.

    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 32,907 shares
    Change vs previous 13F -1,414 shares

    0.39% of the 13F portfolio, value $10,603,366.

    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 34,321 shares
    Change vs previous 13F +7,398 shares

    0.39% of the 13F portfolio, value $10,826,211.

    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 26,923 shares
    Change vs previous 13F +157 shares

    0.3% of the 13F portfolio, value $7,805,338.

    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 26,766 shares
    Change vs previous 13F -6,336 shares

    0.26% of the 13F portfolio, value $6,565,894.

    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 33,102 shares
    Change vs previous 13F +4,463 shares

    0.26% of the 13F portfolio, value $7,934,884.

    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 28,639 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,038,817.

    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).