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Disclosery

LWM Advisory Services, LLC: JPME position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LWM Advisory Services, LLC on JPME, newest first. How the timeline and the estimate are built.

LWM Advisory Services, LLC held 4,726 JPME shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,726 shares
    Change vs previous 13F -5,748 shares

    1.05% of the 13F portfolio, value $587,128.

    13F-HR 0001420506-26-001367 filed by LWM Advisory Services, LLC
    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 10,474 shares
    Change vs previous 13F -5,636 shares

    1.28% of the 13F portfolio, value $1,199,608.

    13F-HR 0001420506-26-000765 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 16,110 shares
    Change vs previous 13F +610 shares

    1.03% of the 13F portfolio, value $1,750,517.

    13F-HR 0001420506-26-000307 filed by LWM Advisory Services, LLC
    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 15,500 shares
    Change vs previous 13F +423 shares

    0.98% of the 13F portfolio, value $1,680,980.

    13F-HR 0001420506-25-003490 filed by LWM Advisory Services, LLC
    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 15,077 shares
    Change vs previous 13F -23 shares

    1.08% of the 13F portfolio, value $1,563,526.

    13F-HR 0001420506-25-002140 filed by LWM Advisory Services, LLC
    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 15,100 shares
    Change vs previous 13F -422 shares

    1.05% of the 13F portfolio, value $1,518,682.

    13F-HR 0001420506-25-001019 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 15,522 shares
    Change vs previous 13F +1,400 shares

    1.11% of the 13F portfolio, value $1,590,558.

    13F-HR 0001420506-25-000111 filed by LWM Advisory Services, LLC
    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 14,122 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,483,366.

    13F-HR 0001420506-24-002370 filed by LWM Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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