Ownership history in Executive Wealth Management, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 49,320 | -5,411 | -9.9% | 0.93% | $11.8M | $233.69 |
| 2024 Q3 | REDUCED | 54,731 | -180 | -0.3% | 1.47% | $11.5M | $204.31 |
| 2024 Q2 | ADDED | 54,911 | +930 | +1.7% | 2.04% | $11.1M | $194.90 |
| 2024 Q1 | ADDED | 53,981 | +41,902 | +346.9% | 0.94% | $10.7M | $191.89 |
| 2023 Q4 | ADDED | 12,079 | +892 | +8.0% | 0.19% | $2.1M | $161.96 |
| 2023 Q3 | ADDED | 11,187 | +865 | +8.4% | 0.17% | $1.6M | $137.07 |
| 2023 Q2 | ADDED | 10,322 | +406 | +4.1% | 0.16% | $1.5M | $136.53 |
| 2023 Q1 | REDUCED | 9,916 | -158 | -1.6% | 0.14% | $1.3M | $121.37 |
| 2022 Q4 | ADDED | 10,074 | +9,198 | +1050.0% | 0.17% | $1.4M | $123.99 |
| 2022 Q3 | REDUCED | 876 | -8,907 | -91.0% | 0.12% | $876K | $95.76 |
As of 2025 Q4 — sorted by position size