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Gitterman Wealth Management, LLC: JPM position timeline

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

Gitterman Wealth Management, LLC held 2,628 JPM shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,628 shares
    Change vs previous 13F +50 shares

    0.19% of the 13F portfolio, value $829,166.

    13F-HR 0001172661-25-004565 filed by Gitterman 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 ended2025-06-30
    13F 2,578 shares
    Change vs previous 13F +1,010 shares

    0.17% of the 13F portfolio, value $747,382.

    13F-HR 0001172661-25-003057 filed by Gitterman 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 ended2025-03-31
    13F 1,568 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $384,630.

    13F-HR 0001172661-25-001806 filed by Gitterman 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 ended2024-12-31
    13F 1,557 shares
    Change vs previous 13F +10 shares

    0.16% of the 13F portfolio, value $373,228.

    13F-HR 0001172661-25-000607 filed by Gitterman 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 ended2024-09-30
    13F 1,547 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $326,201.

    13F-HR 0001172661-24-004642 filed by Gitterman 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 ended2024-06-30
    13F 1,547 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $312,897.

    13F-HR 0001172661-24-003220 filed by Gitterman 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 ended2024-03-31
    13F 1,547 shares
    Change vs previous 13F -666 shares

    0.12% of the 13F portfolio, value $309,864.

    13F-HR 0001172661-24-002066 filed by Gitterman 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 ended2023-12-31
    13F 2,213 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $376,432.

    13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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