Skip to content
Disclosery

Gimbal Financial: JPM position timeline

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

Gimbal Financial held 2,290 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,290 shares
    Change vs previous 13F -65 shares

    0.48% of the 13F portfolio, value $749,725.

    13F-HR 0001835206-26-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 2,355 shares
    Change vs previous 13F +70 shares

    0.45% of the 13F portfolio, value $742,909.

    13F-HR 0001835206-25-000006 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 2,285 shares
    Change vs previous 13F +52 shares

    0.41% of the 13F portfolio, value $662,343.

    13F-HR 0001835206-25-000004 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 2,233 shares
    Change vs previous 13F +11 shares

    0.49% of the 13F portfolio, value $547,783.

    13F-HR 0001835206-25-000003 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 2,222 shares
    Change vs previous 13F +22 shares

    0.44% of the 13F portfolio, value $532,733.

    13F-HR 0001835206-25-000002 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 2,200 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $495,015.

    13F-HR 0001835206-24-000005 filed by Gimbal Financial
    Filed (acceptance time not in the bulk data set), ingested

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