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Disclosery

Grant Private Wealth Management Inc: JPM position timeline

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

Grant Private Wealth Management Inc held 9,490 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,490 shares
    Change vs previous 13F +512 shares

    1.31% of the 13F portfolio, value $3,106,468.

    13F-HR 0001754960-26-000404 filed by Grant Private Wealth Management 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 8,978 shares
    Change vs previous 13F +208 shares

    1.4% of the 13F portfolio, value $2,640,951.

    13F-HR 0001754960-26-000241 filed by Grant Private Wealth Management 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 8,770 shares
    Change vs previous 13F -182 shares

    1.71% of the 13F portfolio, value $2,825,726.

    13F-HR 0001754960-26-000002 filed by Grant Private Wealth Management 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 8,952 shares
    Change vs previous 13F +5,333 shares

    1.74% of the 13F portfolio, value $2,823,784.

    13F-HR 0001754960-25-000636 filed by Grant Private Wealth Management 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 3,619 shares
    Change vs previous 13F -3,746 shares

    0.59% of the 13F portfolio, value $1,049,282.

    13F-HR 0001754960-25-000367 filed by Grant Private Wealth Management 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 7,365 shares
    Change vs previous 13F +605 shares

    1.95% of the 13F portfolio, value $1,806,591.

    13F-HR 0001754960-25-000206 filed by Grant Private Wealth Management 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 6,760 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $1,620,397.

    13F-HR 0001754960-25-000138 filed by Grant Private Wealth Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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