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Northwest Quadrant Wealth Management, LLC: JPM position timeline

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

Northwest Quadrant Wealth Management, LLC held 1,223 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,223 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $400,167.

    13F-HR 0001697767-26-000005 filed by Northwest Quadrant 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 ended2026-03-31
    13F 1,218 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $358,258.

    13F-HR 0001697767-26-000002 filed by Northwest Quadrant 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 ended2025-12-31
    13F 1,213 shares
    Change vs previous 13F -26 shares

    0.08% of the 13F portfolio, value $390,940.

    13F-HR 0001697767-26-000001 filed by Northwest Quadrant 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 ended2025-09-30
    13F 1,239 shares
    Change vs previous 13F -106 shares

    0.08% of the 13F portfolio, value $390,756.

    13F-HR 0001697767-25-000002 filed by Northwest Quadrant 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 ended2025-06-30
    13F 1,345 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $390,028.

    13F-HR 0001085146-25-004243 filed by Northwest Quadrant 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 ended2025-03-31
    13F 1,339 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $328,489.

    13F-HR 0001085146-25-002927 filed by Northwest Quadrant 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 ended2024-12-31
    13F 1,335 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $320,079.

    13F-HR 0001085146-25-001377 filed by Northwest Quadrant Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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