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Global Wealth Strategies & Associates: JPM position timeline

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

Global Wealth Strategies & Associates held 8,549 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,549 shares
    Change vs previous 13F +522 shares

    0.52% of the 13F portfolio, value $2,828,378.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,027 shares
    Change vs previous 13F +6,400 shares

    0.5% of the 13F portfolio, value $2,627,495.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    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 1,627 shares
    Change vs previous 13F -3 shares

    0.12% of the 13F portfolio, value $478,578.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    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 1,630 shares
    Change vs previous 13F -125 shares

    0.13% of the 13F portfolio, value $525,171.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    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 1,755 shares
    Change vs previous 13F +478 shares

    0.14% of the 13F portfolio, value $553,481.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    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 1,277 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $370,215.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    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 1,263 shares
    Change vs previous 13F +127 shares

    0.09% of the 13F portfolio, value $309,814.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    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 1,136 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $272,311.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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