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Disclosery

Eley Financial Management, Inc: JPM position timeline

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

Eley Financial Management, Inc held 7,726 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,726 shares
    Change vs previous 13F -238 shares

    0.82% of the 13F portfolio, value $2,528,952.

    13F-HR 0001965267-26-000005 filed by Eley Financial Management, Inc
    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/A 7,964 shares
    Change vs previous 13F -166 shares

    0.85% of the 13F portfolio, value $2,342,690.

    13F-HR/A 0001965267-26-000003 filed by Eley Financial Management, Inc
    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 8,130 shares
    Change vs previous 13F -226 shares

    0.94% of the 13F portfolio, value $2,619,649.

    13F-HR 0001965267-26-000001 filed by Eley Financial Management, Inc
    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 8,356 shares
    Change vs previous 13F -71 shares

    0.95% of the 13F portfolio, value $2,635,733.

    13F-HR 0001965267-25-000007 filed by Eley Financial Management, Inc
    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 8,427 shares
    Change vs previous 13F -112 shares

    0.94% of the 13F portfolio, value $2,443,072.

    13F-HR 0001965267-25-000004 filed by Eley Financial Management, Inc
    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 8,539 shares
    Change vs previous 13F -77 shares

    0.83% of the 13F portfolio, value $2,080,613.

    13F-HR 0001965267-25-000002 filed by Eley Financial Management, Inc
    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 8,616 shares
    Change vs previous 13F -122 shares

    0.8% of the 13F portfolio, value $2,065,341.

    13F-HR 0001965267-25-000001 filed by Eley Financial Management, Inc
    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 8,738 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,842,495.

    13F-HR 0001965267-24-000004 filed by Eley Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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