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Disclosery

Element Wealth, LLC: JPM position timeline

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

Element Wealth, LLC held 7,946 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,946 shares
    Change vs previous 13F -147 shares

    0.98% of the 13F portfolio, value $2,600,834.

    13F-HR 0001398344-26-014580 filed by Element Wealth, 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 8,093 shares
    Change vs previous 13F -199 shares

    0.99% of the 13F portfolio, value $2,380,598.

    13F-HR 0001398344-26-008170 filed by Element Wealth, 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 8,292 shares
    Change vs previous 13F +110 shares

    1.11% of the 13F portfolio, value $2,671,724.

    13F-HR 0001398344-26-003058 filed by Element Wealth, 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 8,182 shares
    Change vs previous 13F +182 shares

    1.13% of the 13F portfolio, value $2,580,914.

    13F-HR 0001398344-25-019962 filed by Element Wealth, 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 8,000 shares
    Change vs previous 13F +2,449 shares

    1.07% of the 13F portfolio, value $2,319,279.

    13F-HR 0001398344-25-013585 filed by Element Wealth, 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 5,551 shares
    Change vs previous 13F -170 shares

    0.73% of the 13F portfolio, value $1,361,564.

    13F-HR 0001398344-25-008003 filed by Element Wealth, 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 5,721 shares
    Change vs previous 13F -43 shares

    0.72% of the 13F portfolio, value $1,371,446.

    13F-HR 0001398344-25-001751 filed by Element Wealth, 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 5,764 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,215,320.

    13F-HR 0001398344-24-019229 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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