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Disclosery

21 West Wealth Management LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 21 West Wealth Management LLC on JPM, newest first. How the timeline and the estimate are built.

21 West Wealth Management LLC held 1,790 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,790 shares
    Change vs previous 13F -72 shares

    0.51% of the 13F portfolio, value $592,186.

    13F-HR 0002067541-26-000004 filed by 21 West Wealth Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,862 shares
    Change vs previous 13F -6 shares

    0.52% of the 13F portfolio, value $609,488.

    13F-HR 0002067541-26-000003 filed by 21 West Wealth Management 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 1,868 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $549,491.

    13F-HR 0002067541-26-000002 filed by 21 West Wealth Management 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 1,868 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $601,907.

    13F-HR 0002067541-26-000001 filed by 21 West Wealth Management 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 1,868 shares
    Change vs previous 13F -9 shares

    0.56% of the 13F portfolio, value $589,223.

    13F-HR 0002067541-25-000003 filed by 21 West Wealth Management 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 1,877 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $544,161.

    13F-HR 0002067541-25-000002 filed by 21 West Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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