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Collaborative Wealth Managment Inc.

SEC CIK
0001896419
Latest filing
Aug 5, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Collaborative Wealth Managment Inc., 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2025
Holdings of JPM by Collaborative Wealth Managment Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−2,515−100.0%Sold outHolders
Q4 20252,515$810.4K0.3%+2,515NewHolders