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Northwest Quadrant Wealth Management, LLC

SEC CIK
0001697767
Latest filing
Aug 13, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Northwest Quadrant Wealth Management, 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 Q2 2026 holdings

Shares (Q2 2026)
1,223
Value
$400.2K
% of portfolio
0.1%
Quarters held
7
Since Q4 2024
Holdings of JPM by Northwest Quadrant Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,223$400.2K0.1%+5+0.4%AddedHolders
Q1 20261,218$358.3K0.1%+5+0.4%AddedHolders
Q4 20251,213$390.9K0.1%−26−2.1%ReducedHolders
Q3 20251,239$390.8K0.1%−106−7.9%ReducedHolders
Q2 20251,345$390.0K0.1%+6+0.4%AddedHolders
Q1 20251,339$328.5K0.1%+4+0.3%AddedHolders
Q4 20241,335$320.1K0.1%+1,335NewHolders