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Disclosery

Steelhead Wealth Management LLC: JPM position timeline

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

Steelhead Wealth Management LLC held 1,104 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,104 shares
    Change vs previous 13F +336 shares

    0.15% of the 13F portfolio, value $361,000.

    13F-HR 0002140776-26-000002 filed by Steelhead 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 768 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $226,000.

    13F-HR 0002140776-26-000001 filed by Steelhead Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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