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Disclosery

Executive Wealth Management, LLC: JPM position timeline

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

Executive Wealth Management, LLC held 49,320 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 49,320 shares
    Change vs previous 13F -5,411 shares

    0.93% of the 13F portfolio, value $11,822,499.

    13F-HR 0001964047-25-000002 filed by Executive 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 ended2024-09-30
    13F/A 54,731 shares
    Change vs previous 13F -180 shares

    0.91% of the 13F portfolio, value $11,540,683.

    13F-HR/A 0001542611-24-000007 filed by Executive 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 ended2024-06-30
    13F/A 54,911 shares
    Change vs previous 13F +930 shares

    2.04% of the 13F portfolio, value $11,106,346.

    13F-HR/A 0001815355-24-000013 filed by Executive 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 ended2024-03-31
    13F 53,981 shares
    Change vs previous 13F +41,902 shares

    0.94% of the 13F portfolio, value $10,739,020.

    13F-HR 0001542611-24-000004 filed by Executive 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 ended2023-12-31
    13F 12,079 shares
    Change vs previous 13F +892 shares

    0.19% of the 13F portfolio, value $2,054,747.

    13F-HR 0001542611-24-000001 filed by Executive 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 ended2023-09-30
    13F 11,187 shares
    Change vs previous 13F +865 shares

    0.17% of the 13F portfolio, value $1,622,424.

    13F-HR 0001542611-23-000009 filed by Executive 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 ended2023-06-30
    13F 10,322 shares
    Change vs previous 13F +406 shares

    0.16% of the 13F portfolio, value $1,501,309.

    13F-HR 0001542611-23-000006 filed by Executive 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 ended2023-03-31
    13F/A 9,916 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,292,272.

    13F-HR/A 0001542611-23-000005 filed by Executive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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