Skip to main content

Platt Wealth Management LLC

SEC CIK
0002109497
Latest filing
Jul 31, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Platt 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)
18,567
Value
$6.08M
% of portfolio
4.9%
Quarters held
3
Since Q4 2025
Holdings of JPM by Platt Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,567$6.08M4.9%+132+0.7%AddedHolders
Q1 202618,435$5.42M5.3%+480+2.7%AddedHolders
Q4 202517,955$5.79M5.7%–No prior filingHolders