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Disclosery

Greenline Wealth Management LLC: JPM position timeline

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

Greenline Wealth Management LLC held 3,592 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,592 shares
    Change vs previous 13F +199 shares

    0.97% of the 13F portfolio, value $1,175,653.

    13F-HR 0002085853-26-000830 filed by Greenline 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 3,393 shares
    Change vs previous 13F +799 shares

    1.15% of the 13F portfolio, value $997,978.

    13F-HR 0002085853-26-000592 filed by Greenline 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 2,594 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $835,841.

    13F-HR 0002111541-26-000001 filed by Greenline Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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