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GREENWOOD GEARHART LLC: JPM position timeline

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

GREENWOOD GEARHART LLC held 73,271 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,271 shares
    Change vs previous 13F +2,601 shares

    1.12% of the 13F portfolio, value $23,983,739.

    13F-HR 0001084683-26-000003 filed by GREENWOOD GEARHART 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 70,670 shares
    Change vs previous 13F +3,228 shares

    1.12% of the 13F portfolio, value $20,788,153.

    13F-HR 0001084683-26-000002 filed by GREENWOOD GEARHART 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 67,442 shares
    Change vs previous 13F -1,167 shares

    1.2% of the 13F portfolio, value $21,731,050.

    13F-HR 0001084683-26-000001 filed by GREENWOOD GEARHART 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 68,609 shares
    Change vs previous 13F +486 shares

    1.25% of the 13F portfolio, value $21,641,485.

    13F-HR 0001084683-25-000005 filed by GREENWOOD GEARHART 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 68,123 shares
    Change vs previous 13F +1,451 shares

    1.23% of the 13F portfolio, value $19,749,158.

    13F-HR 0001085146-25-004154 filed by GREENWOOD GEARHART 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 66,672 shares
    Change vs previous 13F -1,426 shares

    1.13% of the 13F portfolio, value $16,354,671.

    13F-HR 0001085146-25-002622 filed by GREENWOOD GEARHART 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 68,098 shares
    Change vs previous 13F +3,251 shares

    1.13% of the 13F portfolio, value $16,323,740.

    13F-HR 0001084683-25-000002 filed by GREENWOOD GEARHART 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 64,847 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $13,673,667.

    13F-HR 0001084683-24-000010 filed by GREENWOOD GEARHART LLC
    Filed (acceptance time not in the bulk data set), ingested

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