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Disclosery

Gradient Investments LLC: JPM position timeline

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

Gradient Investments LLC held 185,011 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 185,011 shares
    Change vs previous 13F -20,937 shares

    0.87% of the 13F portfolio, value $61,207,283.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 205,948 shares
    Change vs previous 13F +12,346 shares

    0.93% of the 13F portfolio, value $67,413,030.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 193,602 shares
    Change vs previous 13F +156 shares

    0.88% of the 13F portfolio, value $56,949,886.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 193,446 shares
    Change vs previous 13F +5,055 shares

    0.99% of the 13F portfolio, value $62,332,303.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 188,391 shares
    Change vs previous 13F +960 shares

    0.99% of the 13F portfolio, value $59,424,233.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 187,431 shares
    Change vs previous 13F +9 shares

    0.99% of the 13F portfolio, value $54,338,100.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 187,422 shares
    Change vs previous 13F +14,129 shares

    0.93% of the 13F portfolio, value $45,974,734.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 173,293 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $41,539,967.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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