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Grey Fox Wealth Advisors, LLC: JPM position timeline

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

Grey Fox Wealth Advisors, LLC held 3,845 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,845 shares
    Change vs previous 13F +696 shares

    0.2% of the 13F portfolio, value $1,258,696.

    13F-HR 0001965362-26-000006 filed by Grey Fox Wealth Advisors, 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 3,149 shares
    Change vs previous 13F +111 shares

    0.18% of the 13F portfolio, value $926,249.

    13F-HR 0001965362-26-000004 filed by Grey Fox Wealth Advisors, 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 3,038 shares
    Change vs previous 13F -551 shares

    0.2% of the 13F portfolio, value $978,974.

    13F-HR 0001965362-26-000002 filed by Grey Fox Wealth Advisors, 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 3,589 shares
    Change vs previous 13F -18 shares

    0.23% of the 13F portfolio, value $1,132,001.

    13F-HR 0001965362-25-000011 filed by Grey Fox Wealth Advisors, 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 3,607 shares
    Change vs previous 13F -12 shares

    0.25% of the 13F portfolio, value $1,045,775.

    13F-HR 0001965362-25-000006 filed by Grey Fox Wealth Advisors, 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 3,619 shares
    Change vs previous 13F +99 shares

    0.24% of the 13F portfolio, value $887,831.

    13F-HR 0001965362-25-000004 filed by Grey Fox Wealth Advisors, 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 3,520 shares
    Change vs previous 13F +2 shares

    0.23% of the 13F portfolio, value $843,751.

    13F-HR 0001965362-25-000002 filed by Grey Fox Wealth Advisors, 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 3,518 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $741,826.

    13F-HR 0001965362-24-000008 filed by Grey Fox Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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