Skip to content
Disclosery

Gibbs Wealth Management: JPM position timeline

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

Gibbs Wealth Management held 15,177 JPM shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 15,177 shares
    Change vs previous 13F +9,894 shares

    0.59% of the 13F portfolio, value $4,466,992.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 5,283 shares
    Change vs previous 13F -306 shares

    0.42% of the 13F portfolio, value $1,739,106.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 5,589 shares
    Change vs previous 13F -1,848 shares

    0.4% of the 13F portfolio, value $1,762,834.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,437 shares
    Change vs previous 13F +1,360 shares

    0.42% of the 13F portfolio, value $2,156,254.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 6,077 shares
    Change vs previous 13F +962 shares

    0.36% of the 13F portfolio, value $1,490,628.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,115 shares
    Change vs previous 13F +1,230 shares

    0.33% of the 13F portfolio, value $1,226,117.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 3,885 shares
    Change vs previous 13F -216 shares

    0.27% of the 13F portfolio, value $819,191.

    13F-HR 0002085853-25-000228 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 4,101 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $829,468.

    13F-HR 0002085853-25-000227 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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