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Disclosery

Cedarwood Wealth LLC: JPM position timeline

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

Cedarwood Wealth LLC held 2,193 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,193 shares
    Change vs previous 13F +229 shares

    0.54% of the 13F portfolio, value $717,740.

    13F-HR 0002114448-26-000003 filed by Cedarwood Wealth LLC
    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 1,964 shares
    Change vs previous 13F +262 shares

    0.58% of the 13F portfolio, value $577,796.

    13F-HR 0002114448-26-000002 filed by Cedarwood Wealth LLC
    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 1,702 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $512,286.

    13F-HR 0002114448-26-000001 filed by Cedarwood Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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