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Greykasell Wealth Strategies, Inc.: JPM position timeline

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

Greykasell Wealth Strategies, Inc. held 8,577 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,577 shares
    Change vs previous 13F +20 shares

    1.02% of the 13F portfolio, value $2,807,517.

    13F-HR 0002041220-26-000003 filed by Greykasell Wealth Strategies, 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 8,557 shares
    Change vs previous 13F -14 shares

    1.01% of the 13F portfolio, value $2,517,127.

    13F-HR 0002041220-26-000002 filed by Greykasell Wealth Strategies, 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 8,571 shares
    Change vs previous 13F +586 shares

    1.09% of the 13F portfolio, value $2,761,669.

    13F-HR 0002041220-26-000001 filed by Greykasell Wealth Strategies, 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 7,985 shares
    Change vs previous 13F +1,069 shares

    1.06% of the 13F portfolio, value $2,518,703.

    13F-HR 0002041220-25-000003 filed by Greykasell Wealth Strategies, 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 6,916 shares
    Change vs previous 13F +143 shares

    0.96% of the 13F portfolio, value $2,004,991.

    13F-HR 0001855205-25-000040 filed by Greykasell Wealth Strategies, 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 6,773 shares
    Change vs previous 13F +1 shares

    0.89% of the 13F portfolio, value $1,661,470.

    13F-HR 0001855205-25-000029 filed by Greykasell Wealth Strategies, 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 6,772 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,623,393.

    13F-HR 0001855205-25-000005 filed by Greykasell Wealth Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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