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Disclosery

BKM Wealth Management, LLC: JPEM position timeline

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

BKM Wealth Management, LLC held 21,438 JPEM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,438 shares
    Change vs previous 13F -10,388 shares

    0.48% of the 13F portfolio, value $1,345,877.

    13F-HR 0002007263-26-000003 filed by BKM Wealth Management, 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 31,826 shares
    Change vs previous 13F +1,520 shares

    0.72% of the 13F portfolio, value $1,977,240.

    13F-HR 0002007263-26-000002 filed by BKM 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 ended2025-12-31
    13F 30,306 shares
    Change vs previous 13F +10,039 shares

    0.67% of the 13F portfolio, value $1,840,483.

    13F-HR 0002007263-26-000001 filed by BKM 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 ended2025-09-30
    13F 20,267 shares
    Change vs previous 13F +1,424 shares

    0.44% of the 13F portfolio, value $1,195,667.

    13F-HR 0002007263-25-000007 filed by BKM 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 ended2025-06-30
    13F 18,843 shares
    Change vs previous 13F -2,619 shares

    0.42% of the 13F portfolio, value $1,062,985.

    13F-HR 0002007263-25-000005 filed by BKM 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 ended2025-03-31
    13F 21,462 shares
    Change vs previous 13F +1,047 shares

    0.47% of the 13F portfolio, value $1,131,493.

    13F-HR 0002007263-25-000004 filed by BKM Wealth Management, 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 20,415 shares
    Change vs previous 13F +465 shares

    0.43% of the 13F portfolio, value $1,059,182.

    13F-HR 0002007263-25-000003 filed by BKM Wealth Management, 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 19,950 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,129,737.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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