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Disclosery

Global Financial Private Client, LLC: JPM position timeline

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

Global Financial Private Client, LLC held 14,938 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,938 shares
    Change vs previous 13F +886 shares

    1.33% of the 13F portfolio, value $4,889,728.

    13F-HR 0002085853-26-000779 filed by Global Financial Private Client, 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 14,052 shares
    Change vs previous 13F +896 shares

    1.35% of the 13F portfolio, value $4,133,531.

    13F-HR 0002085853-26-000422 filed by Global Financial Private Client, 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 13,156 shares
    Change vs previous 13F +77 shares

    1.49% of the 13F portfolio, value $4,239,044.

    13F-HR 0002085853-26-000092 filed by Global Financial Private Client, 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 13,079 shares
    Change vs previous 13F -103 shares

    1.47% of the 13F portfolio, value $4,125,354.

    13F-HR 0002085853-25-000123 filed by Global Financial Private Client, 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 13,182 shares
    Change vs previous 13F +2,105 shares

    1.43% of the 13F portfolio, value $3,821,676.

    13F-HR 0001667731-25-000773 filed by Global Financial Private Client, 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 11,077 shares
    Change vs previous 13F +1,693 shares

    1.04% of the 13F portfolio, value $2,717,211.

    13F-HR 0002023568-25-000002 filed by Global Financial Private Client, 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 9,384 shares
    Change vs previous 13F +1,957 shares

    0.84% of the 13F portfolio, value $2,249,439.

    13F-HR 0002023568-25-000001 filed by Global Financial Private Client, 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 7,427 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,566,057.

    13F-HR 0002023568-24-000027 filed by Global Financial Private Client, LLC
    Filed (acceptance time not in the bulk data set), ingested

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