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Cook Wealth Management Group LLC

SEC CIK
0001910185
Latest filing
Feb 5, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Cook Wealth Management Group 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 Q4 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q4 2021
Holdings of JPM by Cook Wealth Management Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,893−100.0%Sold outHolders
Q4 20241,893$503.4K0.2%+155+8.9%AddedHolders
Q3 20241,738$390.0K0.2%−1,196−40.8%ReducedHolders
Q2 20242,934$612.2K0.3%−364−11.0%ReducedHolders
Q1 20243,298$632.1K0.4%−2−0.1%ReducedHolders
Q4 20233,300$562.6K0.4%+77+2.4%AddedHolders
Q3 20233,223$453.7K0.3%+400+14.2%AddedHolders
Q2 20232,823$440.4K0.3%+235+9.1%AddedHolders
Q1 20232,588$354.7K0.3%+15+0.6%AddedHolders
Q4 20222,573$345.0K0.3%00.0%UnchangedHolders
Q3 20222,573$321.0K0.3%00.0%UnchangedHolders
Q2 20222,573$294.0K0.3%−80−3.0%ReducedHolders
Q1 20222,653$329.0K0.3%00.0%UnchangedHolders
Q4 20212,653$405.0K0.4%–No prior filingHolders