Skip to content
Disclosery

Global Wealth Management Investment Advisory, Inc.: JPM position timeline

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

Global Wealth Management Investment Advisory, Inc. held 43,907 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,907 shares
    Change vs previous 13F +2,001 shares

    2.05% of the 13F portfolio, value $14,371,943.

    13F-HR 0001767855-26-000003 filed by Global Wealth Management Investment Advisory, 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 41,906 shares
    Change vs previous 13F +1,474 shares

    1.93% of the 13F portfolio, value $12,327,167.

    13F-HR 0001767855-26-000002 filed by Global Wealth Management Investment Advisory, 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 40,432 shares
    Change vs previous 13F +1,083 shares

    2.09% of the 13F portfolio, value $13,027,943.

    13F-HR 0001767855-26-000001 filed by Global Wealth Management Investment Advisory, 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 39,349 shares
    Change vs previous 13F -2,650 shares

    2.08% of the 13F portfolio, value $12,411,823.

    13F-HR 0001767855-25-000006 filed by Global Wealth Management Investment Advisory, 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 41,999 shares
    Change vs previous 13F -1,705 shares

    2.28% of the 13F portfolio, value $12,176,013.

    13F-HR 0001767855-25-000004 filed by Global Wealth Management Investment Advisory, 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 43,704 shares
    Change vs previous 13F -717 shares

    2.14% of the 13F portfolio, value $10,720,635.

    13F-HR 0001767855-25-000003 filed by Global Wealth Management Investment Advisory, 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 44,421 shares
    Change vs previous 13F +863 shares

    2.19% of the 13F portfolio, value $10,648,223.

    13F-HR 0001767855-25-000001 filed by Global Wealth Management Investment Advisory, 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 43,558 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $9,184,667.

    13F-HR 0001803662-24-000007 filed by Global Wealth Management Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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