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Disclosery

Gray Wealth Management Inc.: JPM position timeline

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

Gray Wealth Management Inc. held 9,316 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 9,316 shares
    Change vs previous 13F +186 shares

    0.85% of the 13F portfolio, value $2,233,209.

    13F-HR 0001172661-25-000605 filed by Gray 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 ended2024-09-30
    13F 9,130 shares
    Change vs previous 13F +1,677 shares

    0.76% of the 13F portfolio, value $1,925,253.

    13F-HR 0001172661-24-004327 filed by Gray 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 ended2024-06-30
    13F 7,453 shares
    Change vs previous 13F +473 shares

    0.65% of the 13F portfolio, value $1,507,384.

    13F-HR 0001172661-24-003175 filed by Gray 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 ended2024-03-31
    13F 6,980 shares
    Change vs previous 13F +530 shares

    0.62% of the 13F portfolio, value $1,398,063.

    13F-HR 0001172661-24-001980 filed by Gray 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 ended2023-12-31
    13F 6,450 shares
    Change vs previous 13F -516 shares

    0.53% of the 13F portfolio, value $1,097,140.

    13F-HR 0001172661-24-000409 filed by Gray 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 ended2023-09-30
    13F 6,966 shares
    Change vs previous 13F -342 shares

    0.52% of the 13F portfolio, value $1,010,194.

    13F-HR 0001172661-23-003514 filed by Gray 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 ended2023-06-30
    13F 7,308 shares
    Change vs previous 13F -45 shares

    0.53% of the 13F portfolio, value $1,062,874.

    13F-HR 0001172661-23-003026 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 7,353 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $958,188.

    13F-HR 0001172661-23-001660 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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