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Livermore
Livermore
ZHEN

Cedar Wealth Management, LLC

SEC CIK
0001665642
Latest filing
Aug 12, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Cedar 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)
692
Value
$226.6K
% of portfolio
0.1%
Quarters held
20
Since Q1 2021
Holdings of JPM by Cedar Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026692$226.6K0.1%00.0%UnchangedHolders
Q1 2026692$203.6K0.1%00.0%UnchangedHolders
Q4 2025692$223.0K0.1%+641+1,256.9%AddedHolders
Q3 202551$16.1K<0.1%00.0%UnchangedHolders
Q2 202551$14.8K<0.1%+27+112.5%AddedHolders
Q1 202524$5.89K<0.1%00.0%UnchangedHolders
Q4 202424$5.75K<0.1%−513−95.5%ReducedHolders
Q3 2024537$113.2K<0.1%00.0%UnchangedHolders
Q2 2024537$108.6K<0.1%−1,531−74.0%ReducedHolders
Q1 20242,068$414.2K0.1%+500+31.9%AddedHolders
Q4 20231,568$266.7K0.1%+34+2.2%AddedHolders
Q3 20231,534$222.5K0.1%00.0%UnchangedHolders
Q2 20231,534$223.1K0.1%00.0%UnchangedHolders
Q1 20231,534$199.9K0.1%+1,510+6,291.7%AddedHolders
Q4 202224$3.22K<0.1%00.0%UnchangedHolders
Q3 202224$3.00K<0.1%−24−50.0%ReducedHolders
Q2 202248$5.00K<0.1%00.0%UnchangedHolders
Q1 202248$7.00K<0.1%00.0%UnchangedHolders
Q4 202148$8.00K<0.1%+48NewHolders
Q2 20210$00.0%−84−100.0%Sold outHolders
Q1 202184$13.0K<0.1%––Holders

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