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Cranbrook Wealth Management, LLC: JPM position timeline

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

Cranbrook Wealth Management, LLC held 12,666 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,666 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $4,145,962.

    13F-HR 0000905729-26-000145 filed by Cranbrook 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 12,666 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $3,725,831.

    13F-HR 0000905729-26-000082 filed by Cranbrook 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 12,666 shares
    Change vs previous 13F +1,512 shares

    0.8% of the 13F portfolio, value $4,081,239.

    13F-HR 0000905729-26-000022 filed by Cranbrook 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 11,154 shares
    Change vs previous 13F -92 shares

    0.71% of the 13F portfolio, value $3,518,307.

    13F-HR 0000905729-25-000169 filed by Cranbrook 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 11,246 shares
    Change vs previous 13F +73 shares

    0.7% of the 13F portfolio, value $3,260,328.

    13F-HR 0000905729-25-000122 filed by Cranbrook 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 11,173 shares
    Change vs previous 13F -223 shares

    0.64% of the 13F portfolio, value $2,740,737.

    13F-HR 0000905729-25-000072 filed by Cranbrook 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 11,396 shares
    Change vs previous 13F +186 shares

    0.63% of the 13F portfolio, value $2,731,736.

    13F-HR 0000905729-25-000015 filed by Cranbrook 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 11,210 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,363,741.

    13F-HR 0000905729-24-000158 filed by Cranbrook Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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