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Disclosery

Cordatus Wealth Management LLC: JPM position timeline

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

Cordatus Wealth Management LLC held 36,163 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,163 shares
    Change vs previous 13F -228 shares

    2.6% of the 13F portfolio, value $11,836,964.

    13F-HR 0001715862-26-000004 filed by Cordatus Wealth Management 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 36,391 shares
    Change vs previous 13F -63 shares

    2.55% of the 13F portfolio, value $10,704,525.

    13F-HR 0001715862-26-000003 filed by Cordatus Wealth Management 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 36,454 shares
    Change vs previous 13F -107 shares

    2.72% of the 13F portfolio, value $11,745,959.

    13F-HR 0001715862-26-000001 filed by Cordatus Wealth Management LLC
    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 36,561 shares
    Change vs previous 13F +80 shares

    2.72% of the 13F portfolio, value $11,532,191.

    13F-HR 0001715862-25-000007 filed by Cordatus Wealth Management LLC
    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 36,481 shares
    Change vs previous 13F -70 shares

    2.6% of the 13F portfolio, value $10,576,000.

    13F-HR 0001715862-25-000005 filed by Cordatus Wealth Management LLC
    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 36,551 shares
    Change vs previous 13F +149 shares

    2.46% of the 13F portfolio, value $8,966,000.

    13F-HR 0001715862-25-000004 filed by Cordatus Wealth Management LLC
    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 36,402 shares
    Change vs previous 13F +480 shares

    2.3% of the 13F portfolio, value $8,726,000.

    13F-HR 0001715862-25-000001 filed by Cordatus Wealth Management LLC
    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 35,922 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $7,574,000.

    13F-HR 0001715862-24-000008 filed by Cordatus Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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