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Ellevest, Inc.: JPM position timeline

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

Ellevest, Inc. held 5,942 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,942 shares
    Change vs previous 13F +1,564 shares

    0.2% of the 13F portfolio, value $1,657,321.

    13F-HR 0001644128-26-000007 filed by Ellevest, 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 4,378 shares
    Change vs previous 13F -63 shares

    0.18% of the 13F portfolio, value $1,287,830.

    13F-HR 0001644128-26-000002 filed by Ellevest, 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 4,441 shares
    Change vs previous 13F +90 shares

    0.2% of the 13F portfolio, value $1,430,976.

    13F-HR 0001644128-26-000001 filed by Ellevest, 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 4,351 shares
    Change vs previous 13F +654 shares

    0.2% of the 13F portfolio, value $1,372,433.

    13F-HR 0001172661-25-005124 filed by Ellevest, 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 3,697 shares
    Change vs previous 13F -188 shares

    0.17% of the 13F portfolio, value $1,071,794.

    13F-HR 0001172661-25-002885 filed by Ellevest, 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 3,885 shares
    Change vs previous 13F +95 shares

    0.06% of the 13F portfolio, value $952,988.

    13F-HR 0001172661-25-001820 filed by Ellevest, 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 3,790 shares
    Change vs previous 13F -404 shares

    0.05% of the 13F portfolio, value $908,499.

    13F-HR 0001172661-25-001068 filed by Ellevest, 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 4,194 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $884,345.

    13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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