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IronOak Wealth LLC.

SEC CIK
0002037081
Latest filing
Jul 14, 2025

JPM holding history

JPMorgan Chase & Co in every 13F filed by IronOak Wealth 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 2025 holdings

Shares (Q2 2025)
6,171
Value
$1.79M
% of portfolio
1.7%
Quarters held
2
Since Q4 2024
Holdings of JPM by IronOak Wealth LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20256,171$1.79M1.7%–No prior filingHolders
Q1 2025––––Not filedHolders
Q4 20243,380$810.2K0.9%–No prior filingHolders