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Disclosery

Gilbert & Cook, Inc.: JPM position timeline

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

Gilbert & Cook, Inc. held 8,168 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,168 shares
    Change vs previous 13F +26 shares

    0.31% of the 13F portfolio, value $2,673,469.

    13F-HR 0001675762-26-000004 filed by Gilbert & Cook, Inc.
    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 8,142 shares
    Change vs previous 13F -1,579 shares

    0.31% of the 13F portfolio, value $2,394,904.

    13F-HR 0001675762-26-000003 filed by Gilbert & Cook, Inc.
    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 9,721 shares
    Change vs previous 13F -1,593 shares

    0.39% of the 13F portfolio, value $3,132,140.

    13F-HR 0001675762-26-000001 filed by Gilbert & Cook, Inc.
    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 11,314 shares
    Change vs previous 13F -289 shares

    0.46% of the 13F portfolio, value $3,568,618.

    13F-HR 0001675762-25-000002 filed by Gilbert & Cook, Inc.
    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 11,603 shares
    Change vs previous 13F +830 shares

    0.45% of the 13F portfolio, value $3,363,682.

    13F-HR 0001765380-25-000281 filed by Gilbert & Cook, Inc.
    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 10,773 shares
    Change vs previous 13F -27 shares

    0.38% of the 13F portfolio, value $2,642,495.

    13F-HR 0001765380-25-000172 filed by Gilbert & Cook, Inc.
    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 10,800 shares
    Change vs previous 13F +172 shares

    0.37% of the 13F portfolio, value $2,588,987.

    13F-HR 0001765380-25-000007 filed by Gilbert & Cook, Inc.
    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 10,628 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,241,125.

    13F-HR 0001765380-24-000405 filed by Gilbert & Cook, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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