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Disclosery

GK Wealth Management LLC: JPM position timeline

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

GK Wealth Management LLC held 1,454 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,454 shares
    Change vs previous 13F -301 shares

    0.27% of the 13F portfolio, value $481,195.

    13F-HR 0002069222-26-000005 filed by GK Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,755 shares
    Change vs previous 13F +598 shares

    0.35% of the 13F portfolio, value $574,685.

    13F-HR 0002069222-26-000003 filed by GK Wealth 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 ended2026-03-31
    13F 1,157 shares
    Change vs previous 13F -296 shares

    0.29% of the 13F portfolio, value $328,217.

    13F-HR 0002069222-26-000002 filed by GK Wealth 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 ended2025-12-31
    13F 1,453 shares
    Change vs previous 13F -158 shares

    0.34% of the 13F portfolio, value $468,354.

    13F-HR 0002069222-26-000001 filed by GK Wealth 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 ended2025-09-30
    13F 1,611 shares
    Change vs previous 13F +112 shares

    0.38% of the 13F portfolio, value $508,364.

    13F-HR 0002069222-25-000001 filed by GK Wealth 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 ended2025-06-30
    13F 1,499 shares
    Change vs previous 13F -69 shares

    0.43% of the 13F portfolio, value $434,659.

    13F-HR 0001754960-25-000328 filed by GK Wealth 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 ended2025-03-31
    13F/A 1,568 shares
    Change vs previous 13F -106 shares

    0.48% of the 13F portfolio, value $384,604.

    13F-HR/A 0001754960-25-000327 filed by GK Wealth 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 ended2024-12-31
    13F 1,674 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $401,267.

    13F-HR 0001754960-25-000309 filed by GK Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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