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Selective Wealth Management, Inc.: JPM position timeline

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

Selective Wealth Management, Inc. held 2,038 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,038 shares
    Change vs previous 13F +251 shares

    0.18% of the 13F portfolio, value $695,052.

    13F-HR 0001755670-26-000003 filed by Selective Wealth Management, Inc.
    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 1,787 shares
    Change vs previous 13F +4 shares

    0.16% of the 13F portfolio, value $552,712.

    13F-HR 0001755670-26-000002 filed by Selective Wealth Management, Inc.
    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 1,783 shares
    Change vs previous 13F -211 shares

    0.17% of the 13F portfolio, value $551,359.

    13F-HR 0001755670-26-000001 filed by Selective Wealth Management, Inc.
    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 1,994 shares
    Change vs previous 13F -274 shares

    0.2% of the 13F portfolio, value $613,576.

    13F-HR 0001755670-25-000006 filed by Selective Wealth Management, Inc.
    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 2,268 shares
    Change vs previous 13F -98 shares

    0.23% of the 13F portfolio, value $642,078.

    13F-HR 0001755670-25-000003 filed by Selective Wealth Management, Inc.
    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 2,366 shares
    Change vs previous 13F +17 shares

    0.24% of the 13F portfolio, value $558,755.

    13F-HR 0001755670-25-000002 filed by Selective Wealth Management, Inc.
    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 2,349 shares
    Change vs previous 13F +2 shares

    0.24% of the 13F portfolio, value $581,315.

    13F-HR 0001755670-25-000001 filed by Selective Wealth Management, Inc.
    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 2,347 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $494,666.

    13F-HR 0001755670-24-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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