Elmwood Wealth Management, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1731927 BERKELEY, CA

Position in JPM

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$3,369,862

+$489,154 QoQ

Shares Held

10,295

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.27%

of 13F equity value

Holder Rank

#2,460

of 5,058 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Elmwood Wealth Management, Inc. holds $4,642,404 across 3 Banks - Diversified names. JPM ranks #1 (72.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	10,295	$3,369,862
2	C	Citigroup Inc	6,919	$968,383
3	BAC	Bank Of America Corp /De/	5,338	$304,159

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,369,862	10,295	+5.1%	Shares	Sole	2026-07-08
2026-03-31	$2,880,708	9,793	-2.4%	Shares	Sole	2026-04-09
2025-12-31	$3,231,544	10,029	+0.4%	Shares	Sole	2026-01-08
2025-09-30	$3,150,830	9,989	+3.8%	Shares	Sole	2025-11-06
2025-06-30	$2,788,644	9,619	-2.0%	Shares	Sole	2025-07-28
2025-03-31	$2,408,110	9,817	-3.4%	Shares	Sole	2025-04-28
2024-12-31	$2,436,412	10,164	+0.1%	Shares	Sole	2025-01-13
2024-09-30	$2,141,705	10,157	-1.1%	Shares	Sole	2024-10-11
2024-06-30	$2,076,198	10,265	-3.9%	Shares	Sole	2024-08-13
2024-03-31	$2,138,803	10,678	+29.4%	Shares	Sole	2024-05-13
2023-12-31	$1,403,665	8,252	-28.0%	Shares	Sole	2024-01-30
2023-09-30	$1,662,654	11,465	-3.2%	Shares	Sole	2023-11-15
2023-06-30	$1,723,173	11,848	-7.3%	Shares	Sole	2023-08-10
2023-03-31	$1,665,361	12,780	+1.1%	Shares	Sole	2023-04-28
2022-12-31	$1,694,353	12,635	-0.4%	Shares	Sole	2023-01-26
2022-09-30	$1,325,582	12,685	+2.1%	Shares	Sole	2022-11-14
2022-06-30	$1,398,616	12,420	+16.3%	Shares	Sole	2022-07-12
2022-03-31	$1,455,897	10,680	+2.7%	Shares	Sole	2022-05-16
2021-12-31	$1,646,840	10,400	+3.4%	Shares	Sole	2022-02-08
2021-06-30	$1,564,732	10,060	0.0%	Shares	Sole	2021-08-13
2021-03-31	$1,531,433	10,060	-1.2%	Shares	Sole	2021-05-13
2020-09-30	$980,509	10,185	0.0%	Shares	Sole	2020-11-12
2020-06-30	$958,001	10,185	-21.8%	Shares	Sole	2020-08-13
2020-03-31	$1,171,830	13,016	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.