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Disclosery

Cardinal Strategic Wealth Guidance: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cardinal Strategic Wealth Guidance on JPM, newest first. How the timeline and the estimate are built.

Cardinal Strategic Wealth Guidance held 3,432 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,432 shares
    Change vs previous 13F -114 shares

    0.25% of the 13F portfolio, value $1,123,397.

    13F-HR 0001398344-26-013133 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,546 shares
    Change vs previous 13F -45 shares

    0.28% of the 13F portfolio, value $1,043,092.

    13F-HR 0001398344-26-006724 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,591 shares
    Change vs previous 13F -524 shares

    0.3% of the 13F portfolio, value $1,157,093.

    13F-HR 0001398344-26-001343 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,115 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,297,995.

    13F-HR 0001398344-25-019564 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,115 shares
    Change vs previous 13F -15 shares

    0.34% of the 13F portfolio, value $1,192,980.

    13F-HR 0001398344-25-013430 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,130 shares
    Change vs previous 13F -1,694 shares

    0.32% of the 13F portfolio, value $1,013,089.

    13F-HR 0001398344-25-008407 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,824 shares
    Change vs previous 13F +1,500 shares

    0.44% of the 13F portfolio, value $1,396,072.

    13F-HR 0001398344-25-001349 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,324 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $911,759.

    13F-HR 0001398344-24-019613 filed by Cardinal Strategic Wealth Guidance
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).