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Disclosery

SBE LLC DBA CEDAR COVE WEALTH PARTNERS: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SBE LLC DBA CEDAR COVE WEALTH PARTNERS on JPM, newest first. How the timeline and the estimate are built.

SBE LLC DBA CEDAR COVE WEALTH PARTNERS held 1,505 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,505 shares
    Change vs previous 13F -59 shares

    0.23% of the 13F portfolio, value $492,498.

    13F-HR 0002111343-26-000003 filed by SBE LLC DBA CEDAR COVE WEALTH PARTNERS
    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 1,564 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $460,053.

    13F-HR 0002111343-26-000002 filed by SBE LLC DBA CEDAR COVE WEALTH PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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