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GW HENSSLER & ASSOCIATES LTD: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on JPM, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 40,610 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,610 shares
    Change vs previous 13F -35 shares

    0.59% of the 13F portfolio, value $13,292,978.

    13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
    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 40,645 shares
    Change vs previous 13F +376 shares

    0.56% of the 13F portfolio, value $11,956,181.

    13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
    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 40,269 shares
    Change vs previous 13F -653 shares

    0.62% of the 13F portfolio, value $12,975,469.

    13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
    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 40,922 shares
    Change vs previous 13F -313 shares

    0.64% of the 13F portfolio, value $12,907,981.

    13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
    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 41,235 shares
    Change vs previous 13F +29 shares

    0.64% of the 13F portfolio, value $11,954,351.

    13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
    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/A 41,206 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $10,107,734.

    13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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