Skip to content
Disclosery

NORTHWEST WEALTH MANAGEMENT, LLC: JPM position timeline

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

NORTHWEST WEALTH MANAGEMENT, LLC held 7,818 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,818 shares
    Change vs previous 13F +45 shares

    0.34% of the 13F portfolio, value $2,558,932.

    13F-HR 0001695344-26-000004 filed by NORTHWEST 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 7,773 shares
    Change vs previous 13F -28 shares

    0.34% of the 13F portfolio, value $2,286,414.

    13F-HR 0001695344-26-000003 filed by NORTHWEST 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 7,801 shares
    Change vs previous 13F -116 shares

    0.4% of the 13F portfolio, value $2,513,561.

    13F-HR 0001695344-26-000001 filed by NORTHWEST 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 7,917 shares
    Change vs previous 13F +9 shares

    0.41% of the 13F portfolio, value $2,497,408.

    13F-HR 0001695344-25-000007 filed by NORTHWEST 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 7,908 shares
    Change vs previous 13F +184 shares

    0.41% of the 13F portfolio, value $2,292,630.

    13F-HR 0001695344-25-000005 filed by NORTHWEST 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 7,724 shares
    Change vs previous 13F +148 shares

    0.38% of the 13F portfolio, value $1,894,606.

    13F-HR 0001695344-25-000002 filed by NORTHWEST 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 7,576 shares
    Change vs previous 13F +156 shares

    0.38% of the 13F portfolio, value $1,816,017.

    13F-HR 0001695344-25-000001 filed by NORTHWEST 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 ended2024-09-30
    13F 7,420 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,564,499.

    13F-HR 0001695344-24-000004 filed by NORTHWEST WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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