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Elm Advisors, LLC

SEC CIK
0001362987
Latest filing
Apr 1, 2022

JPM holding history

JPMorgan Chase & Co in every 13F filed by Elm Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q1 2022 holdings

Shares (Q1 2022)
2,058
Value
$281.0K
% of portfolio
0.4%
Quarters held
5
Since Q1 2021
Holdings of JPM by Elm Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20222,058$281.0K0.4%−1,554−43.0%ReducedHolders
Q4 20213,612$572.0K0.3%−132−3.5%ReducedHolders
Q3 20213,744$613.0K0.4%+132+3.7%AddedHolders
Q2 20213,612$562.0K0.3%00.0%UnchangedHolders
Q1 20213,612$550.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.