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Elmwood Wealth Management, Inc.: JPM position timeline

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

Elmwood Wealth Management, Inc. held 10,245 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,245 shares
    Change vs previous 13F -50 shares

    0.81% of the 13F portfolio, value $3,389,499.

    13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,295 shares
    Change vs previous 13F +502 shares

    0.84% of the 13F portfolio, value $3,369,767.

    13F-HR 0001731927-26-000003 filed by Elmwood Wealth 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 ended2026-03-31
    13F 9,793 shares
    Change vs previous 13F -236 shares

    0.8% of the 13F portfolio, value $2,880,709.

    13F-HR 0001731927-26-000002 filed by Elmwood Wealth 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 ended2025-12-31
    13F 10,029 shares
    Change vs previous 13F +40 shares

    1.02% of the 13F portfolio, value $3,231,487.

    13F-HR 0001731927-26-000001 filed by Elmwood Wealth 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 ended2025-09-30
    13F 9,989 shares
    Change vs previous 13F +370 shares

    1.12% of the 13F portfolio, value $3,150,774.

    13F-HR 0001731927-25-000006 filed by Elmwood Wealth 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 ended2025-06-30
    13F 9,619 shares
    Change vs previous 13F -198 shares

    1.11% of the 13F portfolio, value $2,788,593.

    13F-HR 0001731927-25-000003 filed by Elmwood Wealth 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 ended2025-03-31
    13F 9,817 shares
    Change vs previous 13F -347 shares

    0.99% of the 13F portfolio, value $2,408,111.

    13F-HR 0001731927-25-000002 filed by Elmwood Wealth 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 ended2024-12-31
    13F 10,164 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,436,413.

    13F-HR 0001731927-25-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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