Position in JPM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$717,834
+$140,104 QoQ
Shares Held
2,193
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#3,980
of 5,056 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Cedarwood Wealth LLC holds $946,808 across 2 Banks - Diversified names. JPM ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
2,193 | $717,834 | |
| 2 | C |
Citigroup Inc
|
1,636 | $228,974 |
All Filings in JPM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $717,834 | 2,193 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $577,730 | 1,964 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $548,418 | 1,702 | Shares | Sole | 2026-03-06 | |
| No filing history on record for this holder in this stock. | ||||||