Peak Wealth Management LLC

SEC CIK: 0002094948
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

JPM holding history

JPMorgan Chase & Co in every 13F filed by Peak 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 overview All 13F holders of JPM Full Q2 2026 holdings

Shares (Q2 2026): 780
Value: $255.3K
% of portfolio: 0.2%
Quarters held: 3; Since Q4 2025

Holdings of JPM by Peak Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	780	$255.3K	0.2%	+1+0.1%	Added	Holders
Q1 2026	779	$229.2K	0.2%	00.0%	Unchanged	Holders
Q4 2025	779	$250.9K	0.2%	–	No prior filing	Holders