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Granite Bay Wealth Management, LLC: JPM position timeline

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

Granite Bay Wealth Management, LLC held 34,101 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,101 shares
    Change vs previous 13F +5,365 shares

    1.03% of the 13F portfolio, value $11,162,000.

    13F-HR 0001911472-26-000003 filed by Granite Bay Wealth Management, 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 28,736 shares
    Change vs previous 13F +2,619 shares

    1.8% of the 13F portfolio, value $8,453,194.

    13F-HR 0001911472-26-000002 filed by Granite Bay 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 ended2025-12-31
    13F 26,117 shares
    Change vs previous 13F +923 shares

    2.04% of the 13F portfolio, value $8,415,480.

    13F-HR 0001911472-26-000001 filed by Granite Bay 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 ended2025-09-30
    13F 25,194 shares
    Change vs previous 13F +351 shares

    2.07% of the 13F portfolio, value $7,946,809.

    13F-HR 0001911472-25-000005 filed by Granite Bay 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 ended2025-06-30
    13F 24,843 shares
    Change vs previous 13F -42 shares

    2.31% of the 13F portfolio, value $7,202,000.

    13F-HR 0001911472-25-000004 filed by Granite Bay 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 ended2025-03-31
    13F 24,885 shares
    Change vs previous 13F -1,633 shares

    2.12% of the 13F portfolio, value $6,104,000.

    13F-HR 0001911472-25-000003 filed by Granite Bay 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 ended2024-12-31
    13F 26,518 shares
    Change vs previous 13F +588 shares

    2.36% of the 13F portfolio, value $6,357,000.

    13F-HR 0001911472-25-000001 filed by Granite Bay 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 ended2024-09-30
    13F 25,930 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $5,468,000.

    13F-HR 0001911472-24-000004 filed by Granite Bay Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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