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Livermore
Livermore
ZHEN

Cranbrook Wealth Management, LLC

SEC CIK
0001599084
Latest filing
Aug 6, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Cranbrook Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
12,666
Value
$4.15M
% of portfolio
0.8%
Quarters held
22
Since Q1 2021
Holdings of JPM by Cranbrook Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,666$4.15M0.8%00.0%UnchangedHolders
Q1 202612,666$3.73M0.8%00.0%UnchangedHolders
Q4 202512,666$4.08M0.8%+1,512+13.6%AddedHolders
Q3 202511,154$3.52M0.7%−92−0.8%ReducedHolders
Q2 202511,246$3.26M0.7%+73+0.7%AddedHolders
Q1 202511,173$2.74M0.6%−223−2.0%ReducedHolders
Q4 202411,396$2.73M0.6%+186+1.7%AddedHolders
Q3 202411,210$2.36M0.5%+2,365+26.7%AddedHolders
Q2 20248,845$1.79M0.4%+4,735+115.2%AddedHolders
Q1 20244,110$823.2K0.2%00.0%UnchangedHolders
Q4 20234,110$699.1K0.2%+95+2.4%AddedHolders
Q3 20234,015$582.3K0.2%00.0%UnchangedHolders
Q2 20234,015$583.9K0.2%00.0%UnchangedHolders
Q1 20234,015$523.2K0.1%+1,180+41.6%AddedHolders
Q4 20222,835$380.2K0.1%−40−1.4%ReducedHolders
Q3 20222,875$300.0K0.1%00.0%UnchangedHolders
Q2 20222,875$324.0K0.1%−675−19.0%ReducedHolders
Q1 20223,550$484.0K0.1%−70−1.9%ReducedHolders
Q4 20213,620$573.0K0.1%00.0%UnchangedHolders
Q3 20213,620$593.0K0.1%+70+2.0%AddedHolders
Q2 20213,550$552.0K0.1%−37−1.0%ReducedHolders
Q1 20213,587$546.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.