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C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by C2C 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)
622
Value
$203.6K
% of portfolio
0.2%
Quarters held
10
Since Q4 2021
Holdings of JPM by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026622$203.6K0.2%+622NewHolders
Q1 20260$00.0%−622−100.0%Sold outHolders
Q4 2025622$200.4K0.2%+622NewHolders
Q4 20230$00.0%−19,732−100.0%Sold outHolders
Q3 202319,732$2.82M0.4%+59+0.3%AddedHolders
Q2 202319,673$3.01M0.4%−352−1.8%ReducedHolders
Q1 202320,025$2.57M0.4%−130−0.6%ReducedHolders
Q4 202220,155$2.72M0.5%−329−1.6%ReducedHolders
Q3 202220,484$2.31M0.5%−117−0.6%ReducedHolders
Q2 202220,601$2.36M0.4%−1,100−5.1%ReducedHolders
Q1 202221,701$2.88M0.5%−58−0.3%ReducedHolders
Q4 202121,759$3.44M0.5%–No prior filingHolders