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ELM ADVISORS, LLC Last Quarter Change: USA Stocks, Added

ELM ADVISORS, LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, ELM ADVISORS, LLC opened 1 positions, added to 1, reduced 13, sold out of 1 and left 30 unchanged. The largest increase in value was AAPL (+$221,000); the largest decrease was LOW (-$228,000).

  • JPM: Country of operation United States; Class COM; Shares 2016-06-30 3,993; Shares 2016-09-30 4,013.

Two Form 13F-HR filings compared (SEC CIK 1362987): 2016-06-30 (filed 2016-07-13) and 2016-09-30 (filed 2016-10-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
JPM
JPMORGAN CHASE & CO
United StatesCOM3,9934,013+20$248,000$267,000+$19,000

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